Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42K Sell
234
-241
-51% -$43.3K 0.02% 965
2025
Q1
$17K Sell
475
-17
-3% -$608 0.01% 1252
2024
Q4
$21K Sell
492
-834
-63% -$35.6K 0.01% 1177
2024
Q3
$38K Buy
+1,326
New +$38K 0.02% 971