Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$92.2K Sell
278
-558
-67% -$185K 0.03% 143
2025
Q1
$292K Buy
836
+64
+8% +$22.3K 0.1% 84
2024
Q4
$261K Buy
772
+257
+50% +$87K 0.09% 94
2024
Q3
$161K Buy
+515
New +$161K 0.05% 135