Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$213K Buy
644
+51
+9% +$16.9K 0.08% 240
2025
Q1
$199K Sell
593
-171
-22% -$57.3K 0.08% 224
2024
Q4
$211K Buy
+764
New +$211K 0.13% 180