Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$400K Sell
1,356
-245
-15% -$72.2K 0.13% 169
2025
Q1
$398K Sell
1,601
-36
-2% -$8.95K 0.16% 135
2024
Q4
$360K Buy
1,637
+27
+2% +$5.94K 0.16% 124
2024
Q3
$311K Buy
1,610
+88
+6% +$17K 0.16% 119
2024
Q2
$229K Buy
1,522
+271
+22% +$40.8K 0.14% 125
2024
Q1
$239K Sell
1,251
-254
-17% -$48.5K 0.18% 106
2023
Q4
$214K Buy
+1,505
New +$214K 0.2% 101