Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$269K Sell
846
-109
-11% -$34.6K 0.09% 109
2025
Q1
$247K Sell
955
-197
-17% -$51K 0.09% 109
2024
Q4
$465K Buy
1,152
+11
+1% +$4.44K 0.17% 77
2024
Q3
$298K Buy
+1,141
New +$298K 0.11% 90
2024
Q1
Sell
-884
Closed -$220K 130
2023
Q4
$220K Buy
+884
New +$220K 0.09% 111