Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$308K Sell
18,467
-9,625
-34% -$161K 0.01% 1410
2025
Q1
$428K Sell
28,092
-10,111
-26% -$154K 0.02% 1138
2024
Q4
$708K Buy
+38,203
New +$708K 0.06% 487
2024
Q3
Sell
-16,811
Closed -$216K 2455
2024
Q2
$216K Buy
+16,811
New +$216K 0.02% 1187
2023
Q2
Sell
-21,190
Closed -$371K 1719
2023
Q1
$371K Buy
+21,190
New +$371K 0.08% 486
2022
Q2
Sell
-18,181
Closed -$263K 1035
2022
Q1
$263K Buy
+18,181
New +$263K 0.12% 316