Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$239K Sell
3,696
-7,047
-66% -$455K 0.01% 1585
2025
Q1
$718K Buy
+10,743
New +$718K 0.04% 758
2024
Q4
Sell
-10,674
Closed -$654K 2607
2024
Q3
$654K Buy
+10,674
New +$654K 0.05% 634
2024
Q2
Sell
-4,589
Closed -$284K 2172
2024
Q1
$284K Sell
4,589
-443
-9% -$27.4K 0.04% 904
2023
Q4
$245K Sell
5,032
-7,871
-61% -$383K 0.05% 799
2023
Q3
$542K Buy
+12,903
New +$542K 0.09% 351