Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$249K Sell
4,693
-181
-4% -$9.61K 0.12% 378
2025
Q1
$234K Buy
+4,874
New +$234K 0.11% 459
2024
Q3
Sell
-2,051
Closed -$106K 644
2024
Q2
$106K Buy
+2,051
New +$106K 0.15% 294