Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$32.7K Sell
33
-300
-90% -$297K 0.01% 368
2025
Q1
$315K Sell
333
-106
-24% -$100K 0.14% 106
2024
Q4
$402K Buy
+439
New +$402K 0.14% 118