Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-28,293
Closed -$409K 2350
2025
Q1
$409K Buy
28,293
+15,369
+119% +$222K 0.02% 1176
2024
Q4
$213K Sell
12,924
-2,364
-15% -$39K 0.02% 1496
2024
Q3
$180K Buy
+15,288
New +$180K 0.01% 1475
2023
Q3
Sell
-37,520
Closed -$216K 1556
2023
Q2
$216K Buy
+37,520
New +$216K 0.04% 953