Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,398
Closed -$55.4K 397
2025
Q1
$55.4K Sell
11,398
-8,099
-42% -$39.4K 0.18% 156
2024
Q4
$150K Buy
+19,497
New +$150K 0.09% 303
2022
Q2
Sell
-10,399
Closed -$52K 503
2022
Q1
$52K Buy
+10,399
New +$52K 0.02% 414