Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Sell
43,234
-7,851
-15% -$36.5K 0.02% 916
2025
Q1
$279K Buy
51,085
+35,685
+232% +$195K 0.04% 594
2024
Q4
$107K Buy
+15,400
New +$107K 0.01% 1147
2022
Q3
Sell
-12,767
Closed -$102K 1598
2022
Q2
$102K Buy
+12,767
New +$102K 0.06% 487