Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$87.4K Sell
867
-3
-0.3% -$303 0.06% 117
2025
Q1
$91.2K Sell
870
-22
-2% -$2.31K 0.07% 105
2024
Q4
$113K Buy
+892
New +$113K 0.09% 93