Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$248K Sell
1,338
-105
-7% -$19.5K 0.12% 90
2025
Q1
$302K Sell
1,443
-191
-12% -$40K 0.16% 76
2024
Q4
$290K Sell
1,634
-498
-23% -$88.5K 0.16% 83
2024
Q3
$421K Sell
2,132
-951
-31% -$188K 0.24% 68
2024
Q2
$529K Sell
3,083
-1,072
-26% -$184K 0.33% 65
2024
Q1
$757K Buy
+4,155
New +$757K 0.51% 50