Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$239K Sell
753
-1,722
-70% -$547K 0.08% 98
2025
Q1
$642K Buy
2,475
+1,892
+325% +$490K 0.24% 74
2024
Q4
$235K Buy
+583
New +$235K 0.09% 88
2024
Q2
Sell
-3,930
Closed -$691K 98
2024
Q1
$691K Buy
3,930
+2,943
+298% +$517K 0.29% 66
2023
Q4
$245K Buy
+987
New +$245K 0.11% 87