Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$204K Sell
6,816
-426
-6% -$12.8K 0.02% 453
2025
Q1
$245K Buy
+7,242
New +$245K 0.02% 371
2023
Q4
Sell
-5,668
Closed -$219K 294
2023
Q3
$219K Buy
+5,668
New +$219K 0.03% 234
2023
Q2
Sell
-5,745
Closed -$218K 237
2023
Q1
$218K Buy
+5,745
New +$218K 0.04% 192