Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$462K Sell
3,510
-2,072
-37% -$273K 0.23% 126
2025
Q1
$585K Sell
5,582
-218
-4% -$22.8K 0.27% 60
2024
Q4
$630K Buy
5,800
+2,017
+53% +$219K 0.26% 46
2024
Q3
$404K Buy
+3,783
New +$404K 0.23% 125
2024
Q2
Sell
-1,401
Closed -$130K 1255
2024
Q1
$130K Sell
1,401
-86
-6% -$7.96K 0.12% 293
2023
Q4
$112K Buy
+1,487
New +$112K 0.11% 327