Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28.4K Sell
130
-1,648
-93% -$360K 0.02% 103
2025
Q1
$248K Buy
1,778
+14
+0.8% +$1.96K 0.23% 85
2024
Q4
$294K Buy
+1,764
New +$294K 0.29% 82