Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$289K Sell
911
-565
-38% -$179K 0.24% 41
2025
Q1
$596K Sell
1,476
-480
-25% -$194K 0.55% 27
2024
Q4
$790K Hold
1,956
0.65% 23
2024
Q3
$512K Hold
1,956
0.46% 29
2024
Q2
$387K Hold
1,956
0.39% 33
2024
Q1
$344K Hold
1,956
0.32% 31
2023
Q4
$486K Buy
+1,956
New +$486K 0.46% 24