Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$420K Sell
9,745
-1,397
-13% -$60.2K 0.06% 315
2025
Q1
$441K Buy
+11,142
New +$441K 0.08% 311
2024
Q1
Sell
-10,525
Closed -$497K 305
2023
Q4
$497K Buy
+10,525
New +$497K 0.18% 151