Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$472K Sell
6,378
-266
-4% -$19.7K 0.01% 832
2025
Q1
$536K Buy
+6,644
New +$536K 0.01% 762
2024
Q1
Sell
-3,452
Closed -$298K 1096
2023
Q4
$298K Buy
+3,452
New +$298K 0.01% 873