Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28K Buy
303
+2
+0.7% +$185 0.02% 1119
2025
Q1
$27K Sell
301
-454
-60% -$40.7K 0.02% 1078
2024
Q4
$70K Buy
755
+128
+20% +$11.9K 0.04% 719
2024
Q3
$58K Buy
+627
New +$58K 0.04% 818