Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Sell
500
-1,000
-67% -$551K 0.08% 152
2025
Q1
$888K Buy
+1,500
New +$888K 0.23% 83
2023
Q4
Sell
-4,031
Closed -$1.98M 225
2023
Q3
$1.98M Buy
+4,031
New +$1.98M 0.44% 41