Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$115K Sell
147
-5
-3% -$3.9K 0.03% 126
2025
Q1
$126K Buy
152
+21
+16% +$17.3K 0.04% 120
2024
Q4
$101K Buy
+131
New +$101K 0.03% 119