Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$404K Sell
1,272
-767
-38% -$244K 0.1% 17
2025
Q1
$528K Buy
2,039
+393
+24% +$102K 0.08% 12
2024
Q4
$665K Buy
+1,646
New +$665K 0.11% 7
2024
Q1
Sell
-893
Closed -$222K 21
2023
Q4
$222K Sell
893
-40
-4% -$9.94K 0.08% 13
2023
Q3
$233K Buy
933
+137
+17% +$34.3K 0.07% 11
2023
Q2
$208K Buy
+796
New +$208K 0.06% 12