Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$186K Sell
817
-120
-13% -$27.3K 0.01% 610
2025
Q1
$228K Buy
937
+40
+4% +$9.75K 0.01% 508
2024
Q4
$252K Buy
+897
New +$252K 0.01% 482