Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$169K Sell
55,987
-2,156
-4% -$6.51K 0.08% 517
2025
Q1
$178K Buy
+58,143
New +$178K 0.08% 562
2024
Q2
Sell
-9,994
Closed -$28.7K 1682
2024
Q1
$28.7K Sell
9,994
-18,032
-64% -$51.8K 0.03% 972
2023
Q4
$78.1K Buy
+28,026
New +$78.1K 0.07% 502