Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$194K Sell
17,146
-290
-2% -$3.29K 0.01% 598
2025
Q1
$145K Sell
17,436
-3,243
-16% -$27K ﹤0.01% 622
2024
Q4
$233K Buy
+20,679
New +$233K 0.01% 500