Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$228K Sell
16,268
-4,925
-23% -$68.9K 0.01% 165
2025
Q1
$306K Sell
21,193
-2,610
-11% -$37.7K 0.01% 138
2024
Q4
$322K Buy
23,803
+4,705
+25% +$63.7K 0.01% 142
2024
Q3
$311K Buy
+19,098
New +$311K 0.01% 146
2022
Q2
Sell
-115,585
Closed -$1.43M 205
2022
Q1
$1.43M Buy
+115,585
New +$1.43M 0.07% 132