Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$227K Sell
3,270
-2,150
-40% -$149K 0.12% 127
2025
Q1
$334K Buy
5,420
+2,024
+60% +$125K 0.19% 90
2024
Q4
$201K Buy
+3,396
New +$201K 0.11% 132
2024
Q2
Sell
-4,565
Closed -$228K 134
2024
Q1
$228K Sell
4,565
-57
-1% -$2.85K 0.11% 111
2023
Q4
$234K Buy
+4,622
New +$234K 0.12% 106