Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$211K Sell
2,116
-301
-12% -$30.1K 0.02% 387
2025
Q1
$254K Buy
+2,417
New +$254K 0.03% 315
2021
Q2
Sell
-983
Closed -$217K 358
2021
Q1
$217K Buy
+983
New +$217K 0.06% 270