Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$303K Sell
2,063
-335
-14% -$49.2K 0.05% 276
2025
Q1
$377K Buy
+2,398
New +$377K 0.1% 162
2024
Q3
Sell
-3,446
Closed -$610K 1359
2024
Q2
$610K Buy
+3,446
New +$610K 0.13% 134