Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$427K Buy
319
+46
+17% +$61.6K 0.03% 86
2025
Q1
$255K Sell
273
-45
-14% -$42K 0.02% 109
2024
Q4
$283K Sell
318
-182
-36% -$162K 0.02% 102
2024
Q3
$353K Buy
+500
New +$353K 0.03% 92