Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$452K Sell
46,545
-2,262
-5% -$22K 0.06% 114
2025
Q1
$487K Buy
48,807
+24,286
+99% +$242K 0.07% 93
2024
Q4
$218K Sell
24,521
-1,855
-7% -$16.5K 0.03% 203
2024
Q3
$308K Buy
26,376
+12,901
+96% +$151K 0.04% 146
2024
Q2
$151K Buy
+13,475
New +$151K 0.02% 197
2021
Q4
Sell
-2,198
Closed -$31K 679
2021
Q3
$31K Buy
+2,198
New +$31K 0.01% 282