Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$396K Sell
2,258
-1,006
-31% -$177K 0.13% 280
2025
Q1
$591K Buy
+3,264
New +$591K 0.24% 145
2024
Q3
Sell
-3,311
Closed -$666K 508
2024
Q2
$666K Buy
+3,311
New +$666K 0.16% 241
2024
Q1
Sell
-6,023
Closed -$1.31M 755
2023
Q4
$1.31M Buy
6,023
+4,262
+242% +$925K 0.35% 64
2023
Q3
$366K Buy
+1,761
New +$366K 0.13% 270