Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$241K Sell
1,097
-108
-9% -$23.7K 0.12% 43
2025
Q1
$229K Sell
1,205
-483
-29% -$91.9K 0.12% 42
2024
Q4
$370K Buy
+1,688
New +$370K 0.18% 41
2024
Q3
Sell
-1,065
Closed -$206K 47
2024
Q2
$206K Sell
1,065
-343
-24% -$66.3K 0.11% 49
2024
Q1
$254K Buy
+1,408
New +$254K 0.15% 47
2022
Q2
Sell
-440
Closed -$71.7K 46
2022
Q1
$71.7K Buy
+440
New +$71.7K 0.06% 52