Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$375K Sell
16,732
-1,606
-9% -$36K 0.11% 90
2025
Q1
$416K Buy
+18,338
New +$416K 0.14% 79
2024
Q1
Sell
-11,280
Closed -$567K 153
2023
Q4
$567K Sell
11,280
-2,494
-18% -$125K 0.24% 79
2023
Q3
$490K Buy
+13,774
New +$490K 0.23% 83