Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$151K Buy
513
+11
+2% +$3.25K 0.06% 166
2025
Q1
$125K Sell
502
-85
-14% -$21.2K 0.06% 180
2024
Q4
$129K Buy
+587
New +$129K 0.04% 219