Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$491K Buy
1,376
+148
+12% +$52.8K 0.02% 583
2025
Q1
$490K Sell
1,228
-53
-4% -$21.2K 0.02% 550
2024
Q4
$460K Buy
+1,281
New +$460K 0.02% 545
2024
Q3
Sell
-29
Closed -$8.51K 678
2024
Q2
$8.51K Buy
+29
New +$8.51K ﹤0.01% 1375