Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$294K Sell
1,349
-176
-12% -$38.4K 0.23% 107
2025
Q1
$208K Buy
+1,525
New +$208K 0.17% 117
2024
Q2
Sell
-1,641
Closed -$220K 125
2024
Q1
$220K Buy
+1,641
New +$220K 0.19% 117
2023
Q4
Sell
-1,697
Closed -$215K 124
2023
Q3
$215K Buy
+1,697
New +$215K 0.2% 113