Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$82.7K Sell
1,122
-2,080
-65% -$153K 0.01% 668
2025
Q1
$250K Buy
+3,202
New +$250K 0.03% 410
2024
Q3
Sell
-1,706
Closed -$149K 1144
2024
Q2
$149K Buy
+1,706
New +$149K 0.02% 537