Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$430K Sell
27,654
-8,085
-23% -$126K 0.22% 145
2025
Q1
$669K Buy
35,739
+20,499
+135% +$384K 0.31% 30
2024
Q4
$282K Buy
+15,240
New +$282K 0.12% 412
2024
Q2
Sell
-2,365
Closed -$48.7K 1529
2024
Q1
$48.7K Sell
2,365
-3,278
-58% -$67.5K 0.04% 780
2023
Q4
$132K Buy
+5,643
New +$132K 0.13% 244