Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$599K Sell
2,486
-280
-10% -$67.5K 0.01% 135
2025
Q1
$645K Buy
2,766
+43
+2% +$10K 0.01% 136
2024
Q4
$695K Sell
2,723
-31
-1% -$7.91K 0.01% 137
2024
Q3
$670K Hold
2,754
0.01% 135
2024
Q2
$621K Sell
2,754
-315
-10% -$71K 0.01% 131
2024
Q1
$837K Sell
3,069
-207
-6% -$56.4K 0.01% 117
2023
Q4
$908K Buy
+3,276
New +$908K 0.01% 118