Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$708K Buy
+4,700
New +$708K 1.53% 17
2025
Q1
Sell
-2,000
Closed -$327K 98
2024
Q4
$327K Sell
2,000
-3,000
-60% -$490K 0.72% 57
2024
Q3
$330K Buy
5,000
+3,000
+150% +$198K 0.7% 35
2024
Q2
$128K Buy
+2,000
New +$128K 0.35% 67