Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Sell
7,626
-1,519
-17% -$44K 0.14% 84
2025
Q1
$259K Sell
9,145
-36
-0.4% -$1.02K 0.17% 79
2024
Q4
$209K Buy
+9,181
New +$209K 0.15% 82
2024
Q2
Sell
-10,567
Closed -$186K 86
2024
Q1
$186K Sell
10,567
-4,009
-28% -$70.6K 0.14% 80
2023
Q4
$245K Buy
+14,576
New +$245K 0.22% 80