Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$215K Sell
1,161
-43
-4% -$7.98K 0.08% 60
2025
Q1
$252K Buy
1,204
+16
+1% +$3.35K 0.1% 54
2024
Q4
$211K Buy
+1,188
New +$211K 0.08% 57