Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$186K Sell
39,920
-1,765
-4% -$8.21K 0.04% 580
2025
Q1
$228K Buy
+41,685
New +$228K 0.07% 441
2024
Q2
Sell
-41,501
Closed -$496K 632
2024
Q1
$496K Buy
+41,501
New +$496K 0.13% 301
2023
Q4
Sell
-27,694
Closed -$304K 384
2023
Q3
$304K Buy
27,694
+10,205
+58% +$112K 0.17% 255
2023
Q2
$215K Buy
+17,489
New +$215K 0.11% 359
2023
Q1
Sell
-31,315
Closed -$268K 455
2022
Q4
$268K Buy
+31,315
New +$268K 0.14% 298