Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$816K Sell
7,755
-91
-1% -$9.57K 0.03% 558
2025
Q1
$457K Buy
7,846
+2,074
+36% +$121K 0.02% 654
2024
Q4
$334K Sell
5,772
-141
-2% -$8.16K 0.01% 793
2024
Q3
$262K Buy
+5,913
New +$262K 0.01% 821
2024
Q1
Sell
-4,722
Closed -$216K 946
2023
Q4
$216K Buy
+4,722
New +$216K 0.01% 811
2023
Q2
Sell
-4,727
Closed -$213K 880
2023
Q1
$213K Buy
+4,727
New +$213K 0.01% 770
2022
Q4
Sell
-5,598
Closed -$285 774
2022
Q3
$285 Buy
+5,598
New +$285 0.01% 555