Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$551K Sell
40,780
-17,415
-30% -$235K 0.15% 254
2025
Q1
$848K Buy
58,195
+38,931
+202% +$567K 0.24% 119
2024
Q4
$390K Buy
19,264
+9,023
+88% +$183K 0.13% 277
2024
Q3
$119K Sell
10,241
-6,028
-37% -$69.9K 0.05% 486
2024
Q2
$228K Buy
+16,269
New +$228K 0.09% 377
2021
Q1
Sell
-8,254
Closed -$244K 666
2020
Q4
$244K Buy
+8,254
New +$244K 0.08% 449