Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$431K Sell
4,620
-2,000
-30% -$187K 0.38% 83
2025
Q1
$482K Buy
+6,620
New +$482K 0.46% 65
2024
Q4
Sell
-2,920
Closed -$219K 182
2024
Q3
$219K Sell
2,920
-927
-24% -$69.7K 0.2% 138
2024
Q2
$280K Buy
+3,847
New +$280K 0.28% 116