Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$306K Sell
2,536
-310
-11% -$37.4K 0.01% 910
2025
Q1
$332K Buy
+2,846
New +$332K 0.01% 868
2024
Q1
Sell
-3,228
Closed -$280K 1485
2023
Q4
$280K Buy
+3,228
New +$280K 0.01% 1063
2022
Q3
Sell
-13,952
Closed -$610K 2029
2022
Q2
$610K Buy
+13,952
New +$610K 0.02% 939