Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,468
Closed -$227K 804
2025
Q1
$227K Sell
1,468
-498
-25% -$77.2K 0.06% 474
2024
Q4
$361K Buy
+1,966
New +$361K 0.1% 380
2024
Q1
Sell
-1,216
Closed -$213K 547
2023
Q4
$213K Buy
+1,216
New +$213K 0.21% 237