Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$498K Sell
10,348
-212
-2% -$10.2K 0.12% 119
2025
Q1
$513K Buy
+10,560
New +$513K 0.14% 107
2023
Q3
Sell
-8,106
Closed -$484K 74
2023
Q2
$484K Buy
+8,106
New +$484K 0.18% 95