Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.8K Sell
74
-1,156
-94% -$341K 0.01% 112
2025
Q1
$306K Sell
1,230
-575
-32% -$143K 0.19% 34
2024
Q4
$397K Buy
+1,805
New +$397K 0.23% 41