Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$342K Sell
22,888
-64,303
-74% -$960K 0.01% 1340
2025
Q1
$1.4M Buy
+87,191
New +$1.4M 0.07% 385
2024
Q1
Sell
-20,835
Closed -$256K 2222
2023
Q4
$256K Buy
+20,835
New +$256K 0.06% 758