Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$496K Sell
67,389
-10,868
-14% -$80K 0.02% 1104
2025
Q1
$549K Buy
78,257
+51,658
+194% +$363K 0.03% 960
2024
Q4
$510K Buy
26,599
+8,198
+45% +$157K 0.04% 748
2024
Q3
$453K Buy
+18,401
New +$453K 0.03% 883
2023
Q3
Sell
-13,062
Closed -$324K 1548
2023
Q2
$324K Sell
13,062
-6,861
-34% -$170K 0.06% 659
2023
Q1
$544K Buy
+19,923
New +$544K 0.11% 248