Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$733K Sell
2,724
-192
-7% -$51.7K 0.02% 181
2025
Q1
$739K Sell
2,916
-190
-6% -$48.2K 0.03% 184
2024
Q4
$728K Hold
3,106
﹤0.01% 194
2024
Q3
$793K Sell
3,106
-1,001
-24% -$256K 0.03% 174
2024
Q2
$977K Sell
4,107
-132
-3% -$31.4K 0.05% 150
2024
Q1
$979K Buy
+4,239
New +$979K 0.05% 171