Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Sell
3,014
-7,015
-70% -$521K 0.07% 436
2025
Q1
$654K Buy
+10,029
New +$654K 0.26% 129
2024
Q4
Sell
-7,077
Closed -$552K 590
2024
Q3
$552K Buy
+7,077
New +$552K 0.17% 234
2023
Q2
Sell
-19,000
Closed -$1.44M 512
2023
Q1
$1.44M Buy
+19,000
New +$1.44M 0.57% 31