Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$230K Sell
824
-536
-39% -$150K 0.04% 232
2025
Q1
$424K Sell
1,360
-385
-22% -$120K 0.09% 138
2024
Q4
$455K Buy
+1,745
New +$455K 0.1% 128
2024
Q3
Sell
-794
Closed -$255K 214
2024
Q2
$255K Buy
+794
New +$255K 0.06% 205
2020
Q4
Sell
-439
Closed -$4.07K 255
2020
Q3
$4.07K Buy
+439
New +$4.07K 0.07% 137