Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Buy
17,302
+2,875
+20% +$38.6K 0.27% 165
2025
Q1
$188K Sell
14,427
-5,086
-26% -$66.4K 0.62% 75
2024
Q4
$319K Buy
+19,513
New +$319K 0.18% 84
2024
Q1
Sell
-10,649
Closed -$158K 662
2023
Q4
$158K Buy
+10,649
New +$158K 0.05% 509
2023
Q2
Sell
-11,452
Closed -$130K 506
2023
Q1
$130K Sell
11,452
-1,092
-9% -$12.4K 0.09% 276
2022
Q4
$131K Buy
+12,544
New +$131K 0.11% 248