Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$184K Sell
1,108
-1,050
-49% -$174K 0.02% 1179
2025
Q1
$369K Buy
+2,158
New +$369K 0.04% 671
2024
Q4
Sell
-3,524
Closed -$676K 1842
2024
Q3
$676K Sell
3,524
-1,747
-33% -$335K 0.06% 539
2024
Q2
$969K Buy
+5,271
New +$969K 0.13% 248
2024
Q1
Sell
-6,452
Closed -$1.2M 1713
2023
Q4
$1.2M Buy
+6,452
New +$1.2M 0.26% 96