Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$376K Sell
972
-37
-4% -$14.3K 0.19% 189
2025
Q1
$387K Sell
1,009
-76
-7% -$29.1K 0.18% 196
2024
Q4
$482K Buy
+1,085
New +$482K 0.2% 119
2024
Q3
Sell
-161
Closed -$89.4K 600
2024
Q2
$89.4K Sell
161
-285
-64% -$158K 0.13% 359
2024
Q1
$225K Buy
+446
New +$225K 0.2% 84