Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$73.3K Sell
14,567
-561
-4% -$2.82K 0.04% 578
2025
Q1
$68.5K Buy
+15,128
New +$68.5K 0.03% 635
2024
Q4
Sell
-57,087
Closed -$217K 821
2024
Q3
$217K Buy
+57,087
New +$217K 0.12% 423