Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$335K Buy
15,993
+351
+2% +$7.35K 0.01% 421
2025
Q1
$375K Sell
15,642
-3,221
-17% -$77.2K 0.01% 317
2024
Q4
$403K Sell
18,863
-12,329
-40% -$263K 0.01% 301
2024
Q3
$721K Buy
+31,192
New +$721K 0.02% 212
2024
Q2
Sell
-30,802
Closed -$661K 256
2024
Q1
$661K Buy
+30,802
New +$661K 0.02% 211
2023
Q4
Sell
-29,112
Closed -$585K 226
2023
Q3
$585K Buy
+29,112
New +$585K 0.02% 220