Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$232K Sell
15,654
-14,693
-48% -$218K 0.01% 1603
2025
Q1
$518K Buy
+30,347
New +$518K 0.03% 1007
2024
Q2
Sell
-14,739
Closed -$224K 1993
2024
Q1
$224K Buy
+14,739
New +$224K 0.03% 1082
2021
Q3
Sell
-22,568
Closed -$214K 759
2021
Q2
$214K Buy
+22,568
New +$214K 0.07% 535