Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$229K Sell
1,897
-144
-7% -$17.4K 0.17% 240
2025
Q1
$238K Sell
2,041
-3,551
-64% -$414K 0.11% 314
2024
Q4
$671K Buy
+5,592
New +$671K 0.1% 246
2023
Q2
Sell
-3,964
Closed -$234K 614
2023
Q1
$234K Buy
+3,964
New +$234K 0.05% 430