Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Sell
2,705
-1,280
-32% -$131K 0.01% 287
2025
Q1
$349K Buy
+3,985
New +$349K 0.01% 276
2024
Q2
Sell
-450
Closed -$38.4K 485
2024
Q1
$38.4K Buy
+450
New +$38.4K ﹤0.01% 408