Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,138
Closed -$234K 411
2025
Q1
$234K Sell
1,138
-227
-17% -$46.7K 0.04% 334
2024
Q4
$249K Buy
1,365
+17
+1% +$3.11K 0.04% 295
2024
Q3
$278K Buy
+1,348
New +$278K 0.05% 297