Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.1K Sell
120
-1,200
-91% -$181K 0.01% 591
2025
Q1
$194K Buy
1,320
+509
+63% +$74.8K 0.08% 232
2024
Q4
$124K Buy
+811
New +$124K 0.06% 268