Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$253K Sell
3,914
-5,735
-59% -$370K 0.08% 412
2025
Q1
$645K Buy
+9,649
New +$645K 0.26% 131
2024
Q4
Sell
-12,010
Closed -$736K 539
2024
Q3
$736K Buy
12,010
+482
+4% +$29.5K 0.22% 179
2024
Q2
$684K Buy
11,528
+3,708
+47% +$220K 0.16% 234
2024
Q1
$484K Buy
+7,820
New +$484K 0.12% 312
2023
Q2
Sell
-4,455
Closed -$244K 443
2023
Q1
$244K Buy
+4,455
New +$244K 0.1% 357