Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$137K Sell
449
-18
-4% -$5.47K 0.1% 89
2025
Q1
$125K Hold
467
0.1% 86
2024
Q4
$115K Buy
+467
New +$115K 0.09% 90