Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Sell
25,520
-27,487
-52% -$238K 0.12% 243
2025
Q1
$466K Buy
+53,007
New +$466K 0.55% 53
2023
Q3
Sell
-11,395
Closed -$97.1K 336
2023
Q2
$97.1K Buy
+11,395
New +$97.1K 0.04% 280