Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$59K Sell
1,575
-154
-9% -$5.77K 0.03% 831
2025
Q1
$68K Hold
1,729
0.05% 705
2024
Q4
$65K Buy
1,729
+469
+37% +$17.6K 0.04% 755
2024
Q3
$40K Buy
+1,260
New +$40K 0.03% 955