Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$385K Sell
2,650
-58
-2% -$8.42K 0.12% 87
2025
Q1
$343K Sell
2,708
-6
-0.2% -$759 0.13% 82
2024
Q4
$282K Sell
2,714
-43
-2% -$4.47K 0.11% 101
2024
Q3
$275K Buy
+2,757
New +$275K 0.1% 108
2024
Q2
Sell
-2,832
Closed -$202K 163
2024
Q1
$202K Sell
2,832
-628
-18% -$44.7K 0.09% 118
2023
Q4
$208K Buy
+3,460
New +$208K 0.1% 104