Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$748K Sell
2,678
-71
-3% -$19.8K 0.1% 114
2025
Q1
$856K Buy
+2,749
New +$856K 0.11% 98
2024
Q4
Sell
-20
Closed -$6.44K 301
2024
Q3
$6.44K Buy
+20
New +$6.44K ﹤0.01% 222