Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$130K Sell
165
-66
-29% -$52K 0.04% 118
2025
Q1
$142K Buy
231
+3
+1% +$1.84K 0.05% 115
2024
Q4
$143K Buy
+228
New +$143K 0.05% 108