Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$559K Sell
7,533
-710
-9% -$52.7K 0.01% 839
2025
Q1
$339K Sell
8,243
-1,067
-11% -$43.9K 0.01% 1027
2024
Q4
$478K Buy
9,310
+357
+4% +$18.3K 0.01% 931
2024
Q3
$435K Buy
8,953
+171
+2% +$8.32K 0.01% 979
2024
Q2
$440K Buy
+8,782
New +$440K 0.01% 872
2024
Q1
Sell
-4,687
Closed -$202K 668
2023
Q4
$202K Sell
4,687
-483
-9% -$20.8K 0.01% 586
2023
Q3
$205K Buy
+5,170
New +$205K 0.01% 442