Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$245K Sell
424
-328
-44% -$189K 0.13% 331
2025
Q1
$425K Buy
+752
New +$425K 0.24% 167
2023
Q3
Sell
-718
Closed -$337K 552
2023
Q2
$337K Buy
+718
New +$337K 0.23% 181
2023
Q1
Sell
-913
Closed -$425K 523
2022
Q4
$425K Buy
+913
New +$425K 0.29% 127