Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$266K Sell
2,060
-2,614
-56% -$338K 0.05% 579
2025
Q1
$558K Buy
+4,674
New +$558K 0.09% 373
2024
Q4
Sell
-10,217
Closed -$1.38M 1010
2024
Q3
$1.38M Buy
10,217
+3,924
+62% +$530K 0.22% 103
2024
Q2
$854K Buy
+6,293
New +$854K 0.16% 192
2023
Q1
Sell
-4,100
Closed -$453K 904
2022
Q4
$453K Buy
+4,100
New +$453K 0.04% 378