Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$352K Sell
702
-15
-2% -$7.53K 0.03% 271
2025
Q1
$334K Buy
+717
New +$334K 0.04% 241
2024
Q1
Sell
-566
Closed -$221K 360
2023
Q4
$221K Buy
+566
New +$221K 0.02% 299