Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$438K Sell
3,797
-40
-1% -$4.61K 0.14% 76
2025
Q1
$366K Buy
3,837
+1,093
+40% +$104K 0.14% 77
2024
Q4
$292K Buy
2,744
+78
+3% +$8.29K 0.11% 96
2024
Q3
$291K Buy
+2,666
New +$291K 0.1% 101
2024
Q1
Sell
-3,357
Closed -$278K 161
2023
Q4
$278K Buy
+3,357
New +$278K 0.14% 73