Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$144K Sell
777
-61
-7% -$11.3K 0.1% 86
2025
Q1
$176K Buy
838
+4
+0.5% +$838 0.14% 70
2024
Q4
$148K Buy
+834
New +$148K 0.12% 74