Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$67.4K Sell
10,003
-28,057
-74% -$189K 0.04% 374
2025
Q1
$199K Buy
38,060
+6,830
+22% +$35.7K 0.21% 209
2024
Q4
$127K Buy
+31,230
New +$127K 0.12% 209