Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$118K Sell
1,111
-1
-0.1% -$107 ﹤0.01% 760
2025
Q1
$97.7K Sell
1,112
-320
-22% -$28.1K ﹤0.01% 758
2024
Q4
$166K Buy
+1,432
New +$166K 0.01% 596