Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.6K Sell
91
-3,583
-98% -$496K ﹤0.01% 345
2025
Q1
$587K Sell
3,674
-276
-7% -$44.1K 0.04% 115
2024
Q4
$525K Sell
3,950
-1,259
-24% -$167K 0.04% 123
2024
Q3
$707K Sell
5,209
-1,153
-18% -$157K 0.05% 117
2024
Q2
$939K Sell
6,362
-104
-2% -$15.3K 0.07% 105
2024
Q1
$987K Sell
6,466
-244
-4% -$37.2K 0.07% 102
2023
Q4
$967K Buy
+6,710
New +$967K 0.08% 97