Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$53.1K Sell
16,976
-13,745
-45% -$43K 0.06% 331
2025
Q1
$82.9K Sell
30,721
-36,993
-55% -$99.9K 0.27% 144
2024
Q4
$525K Buy
67,714
+2,685
+4% +$20.8K 0.3% 10
2024
Q3
$565K Buy
65,029
+23,309
+56% +$203K 0.27% 40
2024
Q2
$380K Buy
+41,720
New +$380K 0.2% 116