Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$46.1K Sell
322
-560
-63% -$80.2K 0.03% 197
2025
Q1
$148K Buy
882
+118
+15% +$19.7K 0.12% 78
2024
Q4
$111K Buy
+764
New +$111K 0.09% 95