Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$114K Sell
865
-13
-1% -$1.72K 0.08% 97
2025
Q1
$132K Sell
878
-13
-1% -$1.95K 0.1% 85
2024
Q4
$136K Buy
+891
New +$136K 0.11% 82