Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$80.7K Sell
700
-600
-46% -$69.2K 0.01% 199
2025
Q1
$124K Buy
1,300
+200
+18% +$19.1K 0.02% 189
2024
Q4
$168K Buy
+1,100
New +$168K 0.03% 180