Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9K Sell
189
-2,745
-94% -$131K ﹤0.01% 1054
2025
Q1
$146K Sell
2,934
-11,021
-79% -$548K 0.01% 678
2024
Q4
$808K Sell
13,955
-2,295
-14% -$133K 0.03% 283
2024
Q3
$1.06M Buy
16,250
+1,100
+7% +$71.6K 0.05% 278
2024
Q2
$972K Buy
15,150
+1,107
+8% +$71K 0.05% 284
2024
Q1
$894K Buy
+14,043
New +$894K 0.04% 293