Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$522K Sell
11,508
-8,293
-42% -$376K 0.01% 672
2025
Q1
$759K Sell
19,801
-3,148
-14% -$121K 0.02% 481
2024
Q4
$1.17M Buy
+22,949
New +$1.17M 0.02% 331
2023
Q4
Sell
-8,838
Closed -$295K 1284
2023
Q3
$295K Buy
+8,838
New +$295K 0.01% 771
2023
Q2
Sell
-8,958
Closed -$320K 1230
2023
Q1
$320K Buy
+8,958
New +$320K 0.01% 669