Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19K Sell
3,808
-1,217
-24% -$6.07K 0.01% 340
2025
Q1
$20.9K Hold
5,025
0.01% 311
2024
Q4
$28K Buy
+5,025
New +$28K 0.02% 249