Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$406K Sell
3,164
-1,444
-31% -$185K 0.11% 120
2025
Q1
$333K Buy
+4,608
New +$333K 0.09% 148
2024
Q3
Sell
-3,578
Closed -$310K 234
2024
Q2
$310K Buy
+3,578
New +$310K 0.08% 149