Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$245K Sell
1,947
-28
-1% -$3.52K 0.01% 528
2025
Q1
$270K Buy
1,975
+184
+10% +$25.2K 0.01% 463
2024
Q4
$274K Buy
+1,791
New +$274K 0.01% 463