Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$192K Sell
1,420
-1,051
-43% -$142K 0.01% 388
2025
Q1
$317K Buy
+2,471
New +$317K 0.01% 309
2024
Q4
Sell
-376
Closed -$51.5K 1355
2024
Q3
$51.5K Buy
+376
New +$51.5K ﹤0.01% 589