Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$320K Sell
4,038
-184
-4% -$14.6K 0.12% 129
2025
Q1
$379K Buy
+4,222
New +$379K 0.17% 103
2024
Q4
Sell
-4,681
Closed -$532K 118
2024
Q3
$532K Buy
+4,681
New +$532K 0.29% 67