Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$340K Sell
1,071
-506
-32% -$161K 0.04% 270
2025
Q1
$409K Sell
1,577
-262
-14% -$67.9K 0.05% 238
2024
Q4
$743K Buy
1,839
+512
+39% +$207K 0.09% 152
2024
Q3
$347K Buy
1,327
+229
+21% +$59.9K 0.05% 260
2024
Q2
$217K Buy
+1,098
New +$217K 0.03% 295
2024
Q1
Sell
-830
Closed -$206K 330
2023
Q4
$206K Hold
830
0.03% 291
2023
Q3
$208K Sell
830
-51
-6% -$12.8K 0.03% 278
2023
Q2
$231K Buy
+881
New +$231K 0.03% 272
2022
Q1
Sell
-582
Closed -$205K 288
2021
Q4
$205K Buy
+582
New +$205K 0.04% 238