Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$596K Sell
4,300
-93
-2% -$12.9K 0.29% 60
2025
Q1
$702K Sell
4,393
-221
-5% -$35.3K 0.38% 48
2024
Q4
$614K Hold
4,614
0.35% 57
2024
Q3
$627K Sell
4,614
-24
-0.5% -$3.26K 0.36% 57
2024
Q2
$684K Sell
4,638
-50
-1% -$7.38K 0.42% 54
2024
Q1
$716K Buy
+4,688
New +$716K 0.48% 53