Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$151K Buy
424
+4
+1% +$1.42K 0.06% 168
2025
Q1
$147K Sell
420
-148
-26% -$51.9K 0.07% 169
2024
Q4
$180K Buy
+568
New +$180K 0.06% 184