Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$334K Sell
1,062
-586
-36% -$184K 0.08% 421
2025
Q1
$433K Sell
1,648
-3,435
-68% -$902K 0.13% 308
2024
Q4
$1.33M Buy
+5,083
New +$1.33M 0.3% 94
2024
Q3
Sell
-1,997
Closed -$403K 822
2024
Q2
$403K Buy
+1,997
New +$403K 0.11% 343
2023
Q2
Sell
-1,533
Closed -$489K 581
2023
Q1
$489K Buy
+1,533
New +$489K 0.16% 246