Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$62.5K Sell
708
-63
-8% -$5.56K 0.03% 514
2025
Q1
$73.2K Sell
771
-7
-0.9% -$665 0.03% 521
2024
Q4
$66K Buy
+778
New +$66K 0.08% 416