Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Sell
252
-103
-29% -$82.5K 0.03% 209
2025
Q1
$235K Buy
355
+17
+5% +$11.3K 0.04% 190
2024
Q4
$234K Buy
+338
New +$234K 0.05% 187