Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$119K Sell
2,800
-17
-0.6% -$725 ﹤0.01% 756
2025
Q1
$91.6K Sell
2,817
-791
-22% -$25.7K ﹤0.01% 781
2024
Q4
$121K Buy
+3,608
New +$121K ﹤0.01% 702