Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$65.2K Sell
345
-3,780
-92% -$714K 0.06% 106
2025
Q1
$967K Sell
4,125
-16
-0.4% -$3.75K 1% 28
2024
Q4
$1.63M Sell
4,141
-117
-3% -$46K 1.66% 15
2024
Q3
$1.42M Buy
+4,258
New +$1.42M 1.33% 19