Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25K Sell
47
-3
-6% -$1.6K ﹤0.01% 179
2025
Q1
$18K Sell
50
-25
-33% -$9K ﹤0.01% 198
2024
Q4
$34K Buy
75
+5
+7% +$2.27K 0.01% 159
2024
Q3
$30K Sell
70
-2
-3% -$857 0.01% 95
2024
Q2
$26K Buy
+72
New +$26K 0.01% 67