Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$63K Sell
12,500
-2,500
-17% -$12.6K 0.05% 104
2025
Q1
$60K Buy
15,000
+5,000
+50% +$20K 0.06% 82
2024
Q4
$116K Buy
+10,000
New +$116K 0.11% 79