Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$50.7K Sell
714
-1,100
-61% -$78.1K 0.02% 223
2025
Q1
$115K Sell
1,814
-200
-10% -$12.7K 0.06% 152
2024
Q4
$152K Buy
+2,014
New +$152K 0.08% 120