Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$96.2K Sell
1,354
-1,200
-47% -$85.3K 0.07% 109
2025
Q1
$162K Sell
2,554
-24
-0.9% -$1.52K 0.13% 72
2024
Q4
$195K Buy
+2,578
New +$195K 0.16% 64