Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$144K Sell
287
-6
-2% -$3.01K 0.12% 113
2025
Q1
$136K Sell
293
-98
-25% -$45.6K 0.13% 123
2024
Q4
$185K Buy
+391
New +$185K 0.17% 107