Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$315K Sell
2,069
-1,678
-45% -$255K 0.07% 145
2025
Q1
$550K Sell
3,747
-170
-4% -$25K 0.13% 96
2024
Q4
$506K Sell
3,917
-327
-8% -$42.2K 0.13% 98
2024
Q3
$580K Sell
4,244
-1,655
-28% -$226K 0.17% 92
2024
Q2
$603K Sell
5,899
-663
-10% -$67.8K 0.21% 86
2024
Q1
$582K Buy
+6,562
New +$582K 0.23% 86