Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$337K Sell
2,681
-1,074
-29% -$135K 0.07% 244
2025
Q1
$514K Buy
3,755
+750
+25% +$103K 0.11% 155
2024
Q4
$460K Buy
+3,005
New +$460K 0.06% 150
2024
Q3
Sell
-9
Closed -$2.09K 1640
2024
Q2
$2.09K Buy
+9
New +$2.09K ﹤0.01% 1613