Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Sell
16,611
-27,830
-63% -$376K 0.11% 424
2025
Q1
$648K Buy
+44,441
New +$648K 0.3% 36
2024
Q2
Sell
-1,424
Closed -$22.1K 888
2024
Q1
$22.1K Buy
+1,424
New +$22.1K 0.02% 1064