Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$473K Sell
1,488
-244
-14% -$77.5K 0.21% 32
2025
Q1
$449K Buy
1,732
+1,142
+194% +$296K 0.22% 30
2024
Q4
$238K Buy
+590
New +$238K 0.12% 47
2024
Q1
Sell
-984
Closed -$245K 51
2023
Q4
$245K Sell
984
-15
-2% -$3.73K 0.18% 39
2023
Q3
$250K Sell
999
-6
-0.6% -$1.5K 0.22% 33
2023
Q2
$263K Sell
1,005
-190
-16% -$49.7K 0.22% 32
2023
Q1
$248K Buy
+1,195
New +$248K 0.21% 34