Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21K Sell
702
-82
-10% -$2.45K 0.02% 480
2025
Q1
$26.5K Sell
784
-228
-23% -$7.7K 0.02% 404
2024
Q4
$29.9K Buy
+1,012
New +$29.9K 0.03% 377