Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$155K Sell
12,482
-481
-4% -$5.98K 0.08% 531
2025
Q1
$197K Sell
12,963
-16,273
-56% -$248K 0.09% 545
2024
Q4
$427K Buy
+29,236
New +$427K 0.18% 172
2024
Q2
Sell
-659
Closed -$12.9K 1383
2024
Q1
$12.9K Sell
659
-281
-30% -$5.49K 0.01% 1186
2023
Q4
$19.1K Buy
+940
New +$19.1K 0.02% 1062