Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$340K Sell
1,542
-967
-39% -$213K 0.02% 317
2025
Q1
$329K Buy
2,509
+201
+9% +$26.4K 0.02% 297
2024
Q4
$316K Buy
+2,308
New +$316K 0.02% 316