Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$456K Sell
3,524
-126
-3% -$16.3K 0.01% 940
2025
Q1
$436K Sell
3,650
-204
-5% -$24.4K 0.01% 908
2024
Q4
$448K Sell
3,854
-3,159
-45% -$367K 0.01% 963
2024
Q3
$943K Buy
7,013
+2,461
+54% +$331K 0.01% 594
2024
Q2
$600K Buy
4,552
+2,847
+167% +$375K 0.01% 735
2024
Q1
$220K Buy
+1,705
New +$220K 0.01% 602