Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$351K Sell
7,295
-2,330
-24% -$112K 0.16% 122
2025
Q1
$467K Buy
+9,625
New +$467K 0.21% 119
2024
Q1
Sell
-12,444
Closed -$746K 168
2023
Q4
$746K Buy
+12,444
New +$746K 0.36% 77