Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$746K Sell
10,541
-136
-1% -$9.62K 0.02% 265
2025
Q1
$635K Buy
10,677
+173
+2% +$10.3K 0.02% 253
2024
Q4
$642K Buy
+10,504
New +$642K 0.02% 254
2024
Q1
Sell
-10,907
Closed -$979K 384
2023
Q4
$979K Buy
+10,907
New +$979K 0.03% 185