Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$464K Sell
2,690
-2,485
-48% -$428K 0.06% 313
2025
Q1
$802K Buy
5,175
+2,324
+82% +$360K 0.09% 225
2024
Q4
$524K Buy
+2,851
New +$524K 0.05% 335
2023
Q3
Sell
-3,283
Closed -$467K 1143
2023
Q2
$467K Buy
+3,283
New +$467K 0.15% 162