Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$415K Sell
3,731
-39
-1% -$4.34K 0.01% 985
2025
Q1
$483K Sell
3,770
-238
-6% -$30.5K 0.01% 852
2024
Q4
$543K Sell
4,008
-525
-12% -$71.1K 0.01% 861
2024
Q3
$640K Buy
4,533
+562
+14% +$79.3K 0.01% 779
2024
Q2
$513K Buy
3,971
+2,171
+121% +$280K 0.01% 797
2024
Q1
$202K Buy
+1,800
New +$202K 0.01% 627