Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$315K Sell
1,469
-80
-5% -$17.2K 0.1% 339
2025
Q1
$312K Buy
+1,549
New +$312K 0.13% 288
2024
Q2
Sell
-3,270
Closed -$898K 630
2024
Q1
$898K Buy
+3,270
New +$898K 0.22% 167