Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$166K Sell
794
-15
-2% -$3.14K 0.07% 157
2025
Q1
$138K Sell
809
-756
-48% -$129K 0.06% 174
2024
Q4
$277K Buy
+1,565
New +$277K 0.09% 139