Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$69.5K Sell
456
-250
-35% -$38.1K 0.03% 151
2025
Q1
$104K Buy
706
+2
+0.3% +$294 0.03% 310
2024
Q4
$90.9K Buy
+704
New +$90.9K 0.05% 133