Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$106K Sell
794
-20
-2% -$2.67K 0.03% 234
2025
Q1
$97.5K Sell
814
-39
-5% -$4.67K 0.03% 255
2024
Q4
$99.6K Sell
853
-255
-23% -$29.8K 0.03% 176
2024
Q3
$167K Buy
+1,108
New +$167K 0.06% 137