Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$131K Sell
18,998
-20,331
-52% -$140K 0.02% 786
2025
Q1
$232K Sell
39,329
-12,564
-24% -$74K 0.04% 756
2024
Q4
$354K Buy
+51,893
New +$354K 0.06% 564
2023
Q3
Sell
-18,577
Closed -$102K 948
2023
Q2
$102K Buy
+18,577
New +$102K 0.03% 633
2022
Q4
Sell
-11,458
Closed -$69K 844
2022
Q3
$69K Buy
+11,458
New +$69K 0.03% 571