Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$620K Sell
18,134
-1,328
-7% -$45.4K 0.01% 523
2025
Q1
$601K Sell
19,462
-5,939
-23% -$183K 0.01% 522
2024
Q4
$783K Buy
25,401
+4,798
+23% +$148K 0.01% 475
2024
Q3
$652K Sell
20,603
-2,430
-11% -$77K 0.01% 513
2024
Q2
$609K Buy
+23,033
New +$609K 0.01% 556
2023
Q3
Sell
-138
Closed -$4.05K 1194
2023
Q2
$4.05K Hold
138
﹤0.01% 984
2023
Q1
$3.7K Buy
+138
New +$3.7K ﹤0.01% 1074