Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$423K Sell
9,376
-236
-2% -$10.6K 0.01% 367
2025
Q1
$452K Buy
9,612
+180
+2% +$8.46K 0.01% 288
2024
Q4
$531K Buy
9,432
+1,043
+12% +$58.8K 0.01% 255
2024
Q3
$432K Buy
+8,389
New +$432K 0.01% 274
2024
Q2
Sell
-7,491
Closed -$437K 220
2024
Q1
$437K Buy
+7,491
New +$437K 0.01% 271
2023
Q3
Sell
-10,557
Closed -$540K 386
2023
Q2
$540K Buy
+10,557
New +$540K 0.02% 209