Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$407K Sell
2,514
-9
-0.4% -$1.46K 0.07% 176
2025
Q1
$269K Sell
2,523
-502
-17% -$53.6K 0.05% 215
2024
Q4
$402K Hold
3,025
0.14% 123
2024
Q3
$433K Sell
3,025
-874
-22% -$125K 0.14% 111
2024
Q2
$638K Buy
3,899
+789
+25% +$129K 0.23% 83
2024
Q1
$389K Buy
+3,110
New +$389K 0.16% 115