Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$264K Sell
3,753
-376
-9% -$26.5K 0.01% 698
2025
Q1
$303K Buy
4,129
+892
+28% +$65.4K 0.02% 633
2024
Q4
$203K Sell
3,237
-123
-4% -$7.71K 0.01% 746
2024
Q3
$222K Buy
+3,360
New +$222K 0.1% 291
2023
Q4
Sell
-5,339
Closed -$344K 437
2023
Q3
$344K Buy
+5,339
New +$344K 0.19% 149
2023
Q1
Sell
-9,502
Closed -$541K 638
2022
Q4
$541K Buy
+9,502
New +$541K 0.08% 207