Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$44K Sell
194
-646
-77% -$147K 0.04% 184
2025
Q1
$221K Sell
840
-7
-0.8% -$1.84K 0.22% 82
2024
Q4
$256K Buy
+847
New +$256K 0.25% 74