Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$371K Sell
1,630
-63
-4% -$14.3K 0.19% 194
2025
Q1
$413K Buy
+1,693
New +$413K 0.19% 176
2024
Q3
Sell
-44
Closed -$13.2K 789
2024
Q2
$13.2K Buy
+44
New +$13.2K 0.02% 743