Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$272K Sell
2,150
-303
-12% -$38.3K 0.01% 610
2025
Q1
$283K Buy
2,453
+424
+21% +$48.9K 0.01% 539
2024
Q4
$233K Buy
+2,029
New +$233K 0.01% 611