Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$411K Sell
5,084
-556
-10% -$44.9K 0.37% 62
2025
Q1
$459K Sell
5,640
-1,246
-18% -$101K 0.45% 63
2024
Q4
$503K Sell
6,886
-247
-3% -$18K 0.33% 67
2024
Q3
$507K Sell
7,133
-1,204
-14% -$85.5K 0.32% 68
2024
Q2
$426K Buy
8,337
+8,223
+7,213% +$420K 0.31% 76
2024
Q1
$6.12K Hold
114
﹤0.01% 517
2023
Q4
$5.16K Buy
+114
New +$5.16K ﹤0.01% 548