Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,866
Closed -$237K 453
2025
Q1
$237K Sell
6,866
-4,931
-42% -$170K 0.12% 274
2024
Q4
$440K Buy
+11,797
New +$440K 0.33% 120
2024
Q3
Sell
-18,658
Closed -$635K 295
2024
Q2
$635K Buy
+18,658
New +$635K 0.48% 77
2023
Q4
Sell
-14,480
Closed -$363K 209
2023
Q3
$363K Buy
+14,480
New +$363K 0.23% 149