Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$146K Buy
185
+10
+6% +$7.88K 0.11% 84
2025
Q1
$107K Sell
175
-14
-7% -$8.6K 0.08% 96
2024
Q4
$119K Buy
+189
New +$119K 0.1% 87