Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$72.5K Sell
221
-1,001
-82% -$328K 0.01% 1529
2025
Q1
$327K Sell
1,222
-1,731
-59% -$463K 0.04% 723
2024
Q4
$702K Buy
+2,953
New +$702K 0.09% 351