Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$301K Sell
31,580
-36,920
-54% -$352K 0.21% 31
2025
Q1
$649K Buy
+68,500
New +$649K 0.18% 28
2024
Q4
Sell
-49,163
Closed -$496K 103
2024
Q3
$496K Buy
+49,163
New +$496K 0.17% 25
2024
Q2
Sell
-15,390
Closed -$140K 55
2024
Q1
$140K Buy
+15,390
New +$140K 0.06% 29
2023
Q3
Sell
-16,548
Closed -$217K 89
2023
Q2
$217K Buy
+16,548
New +$217K 0.16% 27