Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$318K Sell
3,336
-7
-0.2% -$667 ﹤0.01% 1592
2025
Q1
$294K Buy
+3,343
New +$294K ﹤0.01% 1423
2024
Q1
Sell
-3,211
Closed -$453K 502
2023
Q4
$453K Buy
+3,211
New +$453K 0.11% 164