Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$686K Sell
3,906
-235
-6% -$41.3K 0.07% 225
2025
Q1
$749K Buy
+4,141
New +$749K 0.09% 157
2024
Q4
Sell
-3,492
Closed -$749K 439
2024
Q3
$749K Buy
+3,492
New +$749K 0.09% 144