Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Sell
1,393
-5
-0.4% -$761 0.01% 168
2025
Q1
$205K Buy
+1,398
New +$205K 0.01% 181
2023
Q2
Sell
-2,329
Closed -$205K 143
2023
Q1
$205K Buy
+2,329
New +$205K 0.01% 137