Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$227K Sell
5,135
-7,127
-58% -$316K 0.02% 424
2025
Q1
$407K Buy
+12,262
New +$407K 0.04% 284
2024
Q4
Sell
-7,087
Closed -$201K 743
2024
Q3
$201K Buy
+7,087
New +$201K 0.02% 521
2024
Q2
Sell
-12,031
Closed -$300K 758
2024
Q1
$300K Buy
+12,031
New +$300K 0.03% 441
2023
Q3
Sell
-17,348
Closed -$392K 730
2023
Q2
$392K Buy
+17,348
New +$392K 0.04% 255