Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$112K Sell
10,630
-5,574
-34% -$58.6K ﹤0.01% 1078
2025
Q1
$201K Buy
16,204
+4,330
+36% +$53.8K 0.01% 975
2024
Q4
$153K Sell
11,874
-10,237
-46% -$132K 0.01% 933
2024
Q3
$444K Buy
22,111
+1,902
+9% +$38.2K 0.03% 500
2024
Q2
$355K Buy
20,209
+2,700
+15% +$47.4K 0.03% 524
2024
Q1
$314K Buy
+17,509
New +$314K 0.03% 521