Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$356K Sell
996
-95
-9% -$33.9K 0.02% 274
2025
Q1
$297K Buy
1,091
+33
+3% +$8.97K 0.01% 316
2024
Q4
$351K Sell
1,058
-246
-19% -$81.6K 0.02% 287
2024
Q3
$432K Sell
1,304
-1,352
-51% -$448K 0.02% 213
2024
Q2
$833K Sell
2,656
-644
-20% -$202K 0.05% 139
2024
Q1
$1.03M Buy
+3,300
New +$1.03M 0.06% 112