Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$337K Sell
4,571
-3,616
-44% -$267K 0.07% 336
2025
Q1
$503K Buy
+8,187
New +$503K 0.25% 131
2024
Q4
Sell
-5,916
Closed -$428K 321
2024
Q3
$428K Sell
5,916
-4,983
-46% -$360K 0.24% 154
2024
Q2
$638K Buy
+10,899
New +$638K 0.48% 76