Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$195K Buy
+15,104
New +$195K 0.01% 1714
2025
Q1
Sell
-14,875
Closed -$209K 2900
2024
Q4
$209K Sell
14,875
-1,379
-8% -$19.4K 0.02% 1514
2024
Q3
$185K Buy
+16,254
New +$185K 0.01% 1463
2024
Q2
Sell
-17,099
Closed -$146K 2312
2024
Q1
$146K Buy
+17,099
New +$146K 0.02% 1268
2023
Q3
Sell
-10,262
Closed -$154K 1885
2023
Q2
$154K Buy
+10,262
New +$154K 0.03% 1087
2022
Q3
Sell
-12,911
Closed -$153K 1307
2022
Q2
$153K Buy
+12,911
New +$153K 0.06% 536