Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$432K Sell
22,102
-9,549
-30% -$187K 0.14% 249
2025
Q1
$546K Buy
+31,651
New +$546K 0.22% 167
2024
Q3
Sell
-59,038
Closed -$982K 556
2024
Q2
$982K Buy
59,038
+13,738
+30% +$228K 0.23% 163
2024
Q1
$969K Buy
+45,300
New +$969K 0.23% 148