Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$161K Sell
576
-28
-5% -$7.82K 0.06% 286
2025
Q1
$170K Sell
604
-297
-33% -$83.4K 0.07% 253
2024
Q4
$235K Buy
+901
New +$235K 0.15% 158