Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$268K Sell
1,640
-820
-33% -$134K 0.02% 459
2025
Q1
$263K Sell
2,460
-206
-8% -$22K 0.02% 429
2024
Q4
$329K Buy
2,666
+55
+2% +$6.79K 0.02% 461
2024
Q3
$373K Buy
+2,611
New +$373K 0.02% 438
2024
Q2
Sell
-1,882
Closed -$208K 172
2024
Q1
$208K Buy
+1,882
New +$208K 0.02% 527