Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$89.7K Sell
1,197
-658
-35% -$49.3K 0.05% 272
2025
Q1
$132K Hold
1,855
0.05% 289
2024
Q4
$154K Buy
+1,855
New +$154K 0.07% 240