Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$256K Sell
24,350
-1,942
-7% -$20.4K 0.1% 113
2025
Q1
$327K Buy
+26,292
New +$327K 0.14% 107
2024
Q4
Sell
-19,806
Closed -$397K 124
2024
Q3
$397K Buy
+19,806
New +$397K 0.19% 89