Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$277K Sell
994
-96
-9% -$26.8K 0.02% 373
2025
Q1
$340K Buy
+1,090
New +$340K 0.03% 301
2024
Q4
Sell
-685
Closed -$221K 364
2024
Q3
$221K Sell
685
-53
-7% -$17.1K 0.02% 331
2024
Q2
$231K Buy
+738
New +$231K 0.03% 316