Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$482K Sell
6,841
-194
-3% -$13.7K 0.01% 255
2025
Q1
$516K Sell
7,035
-1,851
-21% -$136K 0.01% 262
2024
Q4
$557K Sell
8,886
-665
-7% -$41.7K 0.01% 264
2024
Q3
$630K Buy
+9,551
New +$630K 0.01% 263
2024
Q1
Sell
-5,550
Closed -$365K 207
2023
Q4
$365K Buy
+5,550
New +$365K 0.02% 171