Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$367K Sell
1,895
-31
-2% -$6.01K 0.02% 598
2025
Q1
$226K Sell
1,926
-518
-21% -$60.8K 0.01% 733
2024
Q4
$337K Buy
2,444
+664
+37% +$91.5K 0.02% 572
2024
Q3
$211K Buy
+1,780
New +$211K 0.09% 306
2023
Q4
Sell
-14,397
Closed -$478K 462
2023
Q3
$478K Buy
+14,397
New +$478K 0.26% 96