Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$343K Sell
5,022
-4,284
-46% -$292K 0.08% 415
2025
Q1
$554K Buy
+9,306
New +$554K 0.17% 253
2024
Q2
Sell
-7,531
Closed -$600K 590
2024
Q1
$600K Buy
7,531
+3,045
+68% +$243K 0.15% 260
2023
Q4
$402K Buy
+4,486
New +$402K 0.29% 145
2023
Q2
Sell
-3,715
Closed -$417K 411
2023
Q1
$417K Sell
3,715
-5,009
-57% -$562K 0.13% 290
2022
Q4
$812K Buy
+8,724
New +$812K 0.43% 64