Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$121K Sell
13,423
-2,180
-14% -$19.7K 0.01% 217
2025
Q1
$100K Buy
15,603
+2,594
+20% +$16.7K 0.01% 207
2024
Q4
$124K Buy
+13,009
New +$124K 0.02% 211
2023
Q2
Sell
-2,286
Closed -$29.8K 332
2023
Q1
$29.8K Sell
2,286
-12,114
-84% -$158K 0.01% 253
2022
Q4
$157K Buy
+14,400
New +$157K 0.05% 134