Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19K Sell
783
-444
-36% -$10.8K 0.01% 1263
2025
Q1
$43K Sell
1,227
-6
-0.5% -$210 0.03% 900
2024
Q4
$49K Sell
1,233
-102
-8% -$4.05K 0.03% 861
2024
Q3
$54K Sell
1,335
-389
-23% -$15.7K 0.03% 845
2024
Q2
$65K Sell
1,724
-114
-6% -$4.3K 0.04% 734
2024
Q1
$64K Buy
1,838
+718
+64% +$25K 0.04% 776
2023
Q4
$28K Sell
1,120
-36
-3% -$900 0.02% 1067
2023
Q3
$34K Sell
1,156
-73
-6% -$2.15K 0.03% 915
2023
Q2
$41K Sell
1,229
-33
-3% -$1.1K 0.03% 855
2023
Q1
$40K Buy
+1,262
New +$40K 0.03% 792