Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$89K Sell
19,874
-20,861
-51% -$93.5K 0.01% 1348
2025
Q1
$227K Sell
40,735
-3,090
-7% -$17.2K 0.03% 724
2024
Q4
$365K Buy
+43,825
New +$365K 0.05% 439
2024
Q2
Sell
-10,227
Closed -$86.7K 1643
2024
Q1
$86.7K Buy
+10,227
New +$86.7K 0.01% 1095
2021
Q4
Sell
-476
Closed -$7K 1852
2021
Q3
$7K Buy
476
+65
+16% +$956 ﹤0.01% 1059
2021
Q2
$6K Buy
+411
New +$6K ﹤0.01% 1054