Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$220K Sell
5,267
-390
-7% -$16.3K 0.01% 526
2025
Q1
$239K Sell
5,657
-835
-13% -$35.2K 0.02% 462
2024
Q4
$316K Buy
6,492
+520
+9% +$25.3K 0.02% 398
2024
Q3
$394K Sell
5,972
-5,726
-49% -$378K 0.03% 370
2024
Q2
$673K Buy
11,698
+11,684
+83,457% +$672K 0.05% 284
2024
Q1
$892 Hold
14
﹤0.01% 319
2023
Q4
$883 Buy
+14
New +$883 ﹤0.01% 300