Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,785
Closed -$98.7K 401
2025
Q1
$98.7K Sell
12,785
-18,107
-59% -$140K 0.12% 170
2024
Q4
$317K Sell
30,892
-3,397
-10% -$34.9K 0.21% 146
2024
Q3
$317K Buy
+34,289
New +$317K 0.16% 201
2024
Q1
Sell
-16,002
Closed -$176K 413
2023
Q4
$176K Buy
+16,002
New +$176K 0.11% 209
2023
Q3
Sell
-34,383
Closed -$452K 445
2023
Q2
$452K Buy
+34,383
New +$452K 0.2% 140