Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$204K Sell
9,728
-13
-0.1% -$272 0.08% 218
2025
Q1
$234K Buy
9,741
+39
+0.4% +$935 0.12% 157
2024
Q4
$207K Buy
+9,702
New +$207K 0.1% 178