Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21K Sell
66
-57
-46% -$18.1K 0.01% 436
2025
Q1
$31.9K Sell
123
-303
-71% -$78.5K 0.02% 382
2024
Q4
$172K Buy
+426
New +$172K 0.12% 130