Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Sell
96,701
-1,800
-2% -$4.34K ﹤0.01% 971
2025
Q1
$230K Buy
+98,501
New +$230K 0.01% 1052
2024
Q4
Sell
-99,391
Closed -$243K 1240
2024
Q3
$243K Buy
+99,391
New +$243K ﹤0.01% 1201
2023
Q1
Sell
-24,657
Closed -$67.1K 1069
2022
Q4
$67.1K Buy
+24,657
New +$67.1K ﹤0.01% 827
2022
Q3
Sell
-39,421
Closed -$99K 949
2022
Q2
$99K Buy
+39,421
New +$99K ﹤0.01% 1006