Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$112K Sell
323
-55
-15% -$19.1K 0.06% 246
2025
Q1
$103K Sell
378
-220
-37% -$59.8K 0.04% 333
2024
Q4
$195K Buy
+598
New +$195K 0.09% 206