Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Sell
1,069
-40
-4% -$8.21K 0.11% 439
2025
Q1
$246K Buy
+1,109
New +$246K 0.11% 438
2024
Q2
Sell
-1,822
Closed -$312K 823
2024
Q1
$312K Buy
1,822
+1,470
+418% +$252K 0.28% 22
2023
Q4
$67.8K Buy
+352
New +$67.8K 0.07% 580