Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$183K Sell
980
-18
-2% -$3.35K 0.04% 186
2025
Q1
$176K Sell
998
-2,136
-68% -$377K 0.05% 198
2024
Q4
$588K Sell
3,134
-115
-4% -$21.6K 0.18% 56
2024
Q3
$623K Buy
+3,249
New +$623K 0.21% 56