Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$509K Sell
17,500
-18
-0.1% -$524 0.06% 289
2025
Q1
$427K Buy
17,518
+11,966
+216% +$291K 0.06% 315
2024
Q4
$119K Buy
+5,552
New +$119K 0.02% 1095
2023
Q4
Sell
-3,498
Closed -$54K 1699
2023
Q3
$54K Sell
3,498
-1,547
-31% -$23.9K 0.01% 1228
2023
Q2
$107K Buy
+5,045
New +$107K 0.03% 804