Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Sell
2,205
-211
-9% -$19.3K 0.01% 913
2025
Q1
$222K Sell
2,416
-30
-1% -$2.76K 0.01% 843
2024
Q4
$207K Buy
+2,446
New +$207K 0.01% 891
2024
Q2
Sell
-2,556
Closed -$200K 1026
2024
Q1
$200K Buy
+2,556
New +$200K 0.01% 917