Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$444K Sell
4,542
-668
-13% -$65.3K 0.04% 109
2025
Q1
$457K Buy
+5,210
New +$457K 0.04% 99
2023
Q4
Sell
-300
Closed -$16K 366
2023
Q3
$16K Buy
+300
New +$16K ﹤0.01% 330