Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$279K Sell
919
-118
-11% -$35.9K 0.01% 698
2025
Q1
$278K Buy
1,037
+135
+15% +$36.2K 0.01% 669
2024
Q4
$222K Buy
+902
New +$222K 0.01% 724
2024
Q3
Sell
-797
Closed -$161K 1594
2024
Q2
$161K Buy
+797
New +$161K 0.01% 625