Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$706K Sell
8,741
-777
-8% -$62.8K 0.02% 249
2025
Q1
$775K Sell
9,518
-524
-5% -$42.7K 0.02% 238
2024
Q4
$733K Sell
10,042
-8,462
-46% -$618K 0.02% 213
2024
Q3
$1.1M Sell
18,504
-3,168
-15% -$188K 0.03% 212
2024
Q2
$1.11M Hold
21,672
0.03% 206
2024
Q1
$1.16M Buy
+21,672
New +$1.16M 0.04% 199