Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$53K Sell
669
-119
-15% -$9.42K 0.04% 181
2025
Q1
$70.8K Sell
788
-361
-31% -$32.4K 0.06% 133
2024
Q4
$114K Buy
+1,149
New +$114K 0.09% 92