Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$493K Sell
6,642
-349
-5% -$25.9K 0.01% 596
2025
Q1
$561K Buy
6,991
+2,387
+52% +$192K 0.01% 546
2024
Q4
$360K Buy
+4,604
New +$360K 0.01% 691
2023
Q3
Sell
-3,501
Closed -$293K 860
2023
Q2
$293K Buy
+3,501
New +$293K 0.01% 635