Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$180K Sell
224
-95
-30% -$76.3K 0.05% 130
2025
Q1
$206K Sell
319
-11
-3% -$7.1K 0.09% 94
2024
Q4
$227K Sell
330
-83
-20% -$57.1K 0.11% 79
2024
Q3
$345K Sell
413
-28
-6% -$23.4K 0.18% 48
2024
Q2
$451K Buy
441
+273
+163% +$279K 0.28% 35
2024
Q1
$163K Buy
168
+16
+11% +$15.6K 0.12% 58
2023
Q4
$115K Buy
+152
New +$115K 0.1% 57