Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$203K Sell
4,119
-1,158
-22% -$57K 0.01% 454
2025
Q1
$233K Buy
+5,277
New +$233K 0.01% 427
2023
Q3
Sell
-6,338
Closed -$204K 489
2023
Q2
$204K Buy
+6,338
New +$204K 0.02% 484
2022
Q3
Sell
-9,329
Closed -$268K 505
2022
Q2
$268K Buy
+9,329
New +$268K 0.03% 368