Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$451K Sell
30,910
-3,702
-11% -$54K 0.53% 22
2025
Q1
$361K Sell
34,612
-28,770
-45% -$300K 1.19% 5
2024
Q4
$539K Buy
63,382
+28,870
+84% +$246K 0.31% 9
2024
Q3
$412K Sell
34,512
-7,181
-17% -$85.7K 0.2% 94
2024
Q2
$530K Buy
41,693
+31,377
+304% +$398K 0.28% 38
2024
Q1
$187K Buy
+10,316
New +$187K 0.07% 426