Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Sell
3,642
-140
-4% -$9.6K 0.13% 376
2025
Q1
$244K Buy
+3,782
New +$244K 0.11% 440
2024
Q2
Sell
-940
Closed -$132K 1477
2024
Q1
$132K Buy
+940
New +$132K 0.12% 282