Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34K Sell
180
-9
-5% -$1.7K ﹤0.01% 1210
2025
Q1
$44.3K Sell
189
-68
-26% -$15.9K ﹤0.01% 1024
2024
Q4
$101K Buy
+257
New +$101K ﹤0.01% 752