Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$98K Sell
580
-150
-21% -$25.3K 0.06% 164
2025
Q1
$113K Sell
730
-730
-50% -$113K 0.08% 142
2024
Q4
$248K Buy
1,460
+730
+100% +$124K 0.08% 145
2024
Q3
$127K Buy
+730
New +$127K 0.08% 145