Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$93.8K Sell
3,133
-58
-2% -$1.74K 0.07% 161
2025
Q1
$108K Sell
3,191
-1,339
-30% -$45.2K 0.09% 129
2024
Q4
$134K Sell
4,530
-364
-7% -$10.8K 0.11% 117
2024
Q3
$154K Sell
4,894
-1,051
-18% -$33K 0.12% 107
2024
Q2
$215K Sell
5,945
-8
-0.1% -$289 0.18% 67
2024
Q1
$224K Sell
5,953
-232
-4% -$8.74K 0.18% 69
2023
Q4
$219K Buy
+6,185
New +$219K 0.2% 65