Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$284K Sell
3,582
-874
-20% -$69.2K 0.14% 101
2025
Q1
$400K Sell
4,456
-1,156
-21% -$104K 0.22% 79
2024
Q4
$558K Buy
5,612
+1,349
+32% +$134K 0.29% 53
2024
Q3
$484K Hold
4,263
0.4% 42
2024
Q2
$528K Hold
4,263
0.47% 34
2024
Q1
$563K Sell
4,263
-282
-6% -$37.2K 0.52% 34
2023
Q4
$495K Buy
+4,545
New +$495K 0.48% 35