Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Sell
1,414
-328
-19% -$60.1K 0.02% 294
2025
Q1
$306K Buy
+1,742
New +$306K 0.03% 392
2024
Q4
Sell
-1,620
Closed -$311K 190
2024
Q3
$311K Sell
1,620
-8,280
-84% -$1.59M 0.02% 378
2024
Q2
$1.79M Buy
+9,900
New +$1.79M 0.04% 366