Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$234K Sell
3,291
-462
-12% -$32.8K 0.09% 150
2025
Q1
$238K Buy
+3,753
New +$238K 0.11% 140
2024
Q4
Sell
-4,107
Closed -$363K 120
2024
Q3
$363K Buy
+4,107
New +$363K 0.2% 89