Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$356K Sell
10,344
-4,393
-30% -$151K 0.01% 937
2025
Q1
$562K Buy
14,737
+1,164
+9% +$44.4K 0.01% 748
2024
Q4
$525K Buy
+13,573
New +$525K 0.01% 790
2024
Q1
Sell
-6,198
Closed -$293K 1140
2023
Q4
$293K Buy
6,198
+951
+18% +$45K 0.01% 880
2023
Q3
$218K Buy
+5,247
New +$218K 0.01% 912