Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Buy
727
+26
+4% +$7.91K 0.12% 154
2025
Q1
$203K Sell
701
-65
-8% -$18.9K 0.12% 155
2024
Q4
$189K Buy
+766
New +$189K 0.11% 165