Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$360K Sell
1,590
-126
-7% -$28.5K 0.07% 192
2025
Q1
$285K Sell
1,716
-17
-1% -$2.82K 0.09% 170
2024
Q4
$342K Buy
+1,733
New +$342K 0.12% 122
2024
Q3
Sell
-1,001
Closed -$174K 840
2024
Q2
$174K Buy
+1,001
New +$174K 0.09% 106