Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$458K Buy
6,622
+10
+0.2% +$691 0.01% 311
2025
Q1
$299K Sell
6,612
-2,536
-28% -$115K 0.01% 330
2024
Q4
$557K Sell
9,148
-1,809
-17% -$110K 0.01% 265
2024
Q3
$447K Buy
10,957
+459
+4% +$18.7K 0.01% 285
2024
Q2
$317K Hold
10,498
0.01% 307
2024
Q1
$391K Sell
10,498
-2,956
-22% -$110K 0.01% 283
2023
Q4
$661K Buy
+13,454
New +$661K 0.02% 218