Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$306K Sell
1,811
-376
-17% -$63.5K 0.36% 76
2025
Q1
$309K Sell
2,187
-167
-7% -$23.6K 1.02% 14
2024
Q4
$373K Buy
2,354
+683
+41% +$108K 0.21% 46
2024
Q3
$212K Sell
1,671
-3,172
-65% -$403K 0.1% 348
2024
Q2
$524K Buy
+4,843
New +$524K 0.28% 41