Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,204
Closed -$46.5K 451
2025
Q1
$46.5K Sell
12,204
-659
-5% -$2.51K 0.02% 290
2024
Q4
$56.1K Sell
12,863
-844
-6% -$3.68K 0.03% 199
2024
Q3
$91.6K Buy
+13,707
New +$91.6K 0.05% 207