Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$306K Sell
2,548
-286
-10% -$34.3K 0.01% 655
2025
Q1
$417K Buy
2,834
+263
+10% +$38.7K 0.02% 522
2024
Q4
$418K Buy
+2,571
New +$418K 0.02% 517