Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$272K Sell
1,961
-483
-20% -$66.9K 0.01% 315
2025
Q1
$390K Buy
2,444
+96
+4% +$15.3K 0.01% 243
2024
Q4
$312K Sell
2,348
-2
-0.1% -$266 0.01% 260
2024
Q3
$319K Buy
+2,350
New +$319K 0.01% 267