Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$153K Sell
34,939
-31
-0.1% -$136 ﹤0.01% 665
2025
Q1
$137K Buy
34,970
+932
+3% +$3.65K ﹤0.01% 644
2024
Q4
$181K Buy
+34,038
New +$181K 0.01% 573