Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$236K Sell
1,620
-42
-3% -$6.11K 0.13% 341
2025
Q1
$291K Buy
+1,662
New +$291K 0.17% 276
2024
Q4
Sell
-1,910
Closed -$549K 192
2024
Q3
$549K Buy
+1,910
New +$549K 0.31% 105
2024
Q1
Sell
-2,587
Closed -$732K 567
2023
Q4
$732K Buy
+2,587
New +$732K 0.41% 46
2022
Q4
Sell
-1,274
Closed -$234K 473
2022
Q3
$234K Sell
1,274
-1,056
-45% -$194K 0.15% 310
2022
Q2
$505K Buy
+2,330
New +$505K 0.35% 100