Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$128K Sell
3,320
-72
-2% -$2.78K 0.07% 225
2025
Q1
$131K Buy
3,392
+2,200
+185% +$85.2K 0.05% 294
2024
Q4
$42K Buy
+1,192
New +$42K 0.02% 473