Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$600K Sell
6,709
-200
-3% -$17.9K 0.16% 133
2025
Q1
$524K Sell
6,909
-7,309
-51% -$554K 0.15% 144
2024
Q4
$1.1M Buy
+14,218
New +$1.1M 0.24% 90
2023
Q2
Sell
-112,180
Closed -$1.18M 464
2023
Q1
$1.18M Buy
+112,180
New +$1.18M 0.18% 145
2022
Q2
Sell
-7,677
Closed -$456K 381
2022
Q1
$456K Buy
+7,677
New +$456K 0.1% 218