Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$210K Sell
1,000
-200
-17% -$41.9K 0.09% 87
2025
Q1
$205K Buy
+1,200
New +$205K 0.1% 86
2022
Q4
Sell
-2,383
Closed -$289K 87
2022
Q3
$289K Buy
+2,383
New +$289K 0.23% 59