Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$182K Sell
11,195
-5,825
-34% -$94.9K 0.01% 1739
2025
Q1
$141K Sell
17,020
-11,379
-40% -$94.3K 0.01% 1781
2024
Q4
$467K Buy
+28,399
New +$467K 0.04% 811
2024
Q1
Sell
-26,147
Closed -$74.5K 2236
2023
Q4
$74.5K Buy
+26,147
New +$74.5K 0.02% 1170
2022
Q1
Sell
-15,384
Closed -$104K 905
2021
Q4
$104K Buy
+15,384
New +$104K 0.06% 460