Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Sell
1,643
-50
-3% -$7.61K 0.02% 210
2025
Q1
$249K Buy
1,693
+63
+4% +$9.25K 0.03% 199
2024
Q4
$210K Buy
+1,630
New +$210K 0.02% 220