Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$162K Sell
1,189
-44
-4% -$5.98K 0.07% 161
2025
Q1
$164K Sell
1,233
-160
-11% -$21.2K 0.07% 158
2024
Q4
$158K Buy
+1,393
New +$158K 0.05% 196