Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$118K Sell
11,241
-7,211
-39% -$75.9K 0.01% 601
2025
Q1
$229K Buy
18,452
+6,840
+59% +$85K 0.01% 518
2024
Q4
$149K Buy
+11,612
New +$149K 0.01% 544
2024
Q3
Sell
-10,216
Closed -$179K 556
2024
Q2
$179K Buy
+10,216
New +$179K 0.01% 495
2023
Q1
Sell
-8,147
Closed -$234K 429
2022
Q4
$234K Buy
+8,147
New +$234K 0.03% 382