Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$261K Sell
2,800
-100
-3% -$9.33K 0.11% 42
2025
Q1
$211K Buy
+2,900
New +$211K 0.1% 43
2024
Q4
Sell
-3,017
Closed -$227K 52
2024
Q3
$227K Sell
3,017
-250
-8% -$18.8K 0.1% 41
2024
Q2
$237K Sell
3,267
-2,689
-45% -$195K 0.12% 37
2024
Q1
$459K Sell
5,956
-400
-6% -$30.8K 0.23% 21
2023
Q4
$391K Sell
6,356
-450
-7% -$27.7K 0.21% 23
2023
Q3
$313K Hold
6,806
0.21% 22
2023
Q2
$294K Hold
6,806
0.17% 27
2023
Q1
$216K Buy
+6,806
New +$216K 0.13% 40