Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$118K Sell
5,243
-465
-8% -$10.5K 0.01% 1307
2025
Q1
$119K Sell
5,708
-732
-11% -$15.3K 0.01% 1115
2024
Q4
$137K Sell
6,440
-1,225
-16% -$26K 0.01% 905
2024
Q3
$178K Buy
7,665
+2,365
+45% +$54.9K 0.02% 678
2024
Q2
$118K Buy
5,300
+1,100
+26% +$24.5K 0.02% 694
2024
Q1
$92.6K Buy
4,200
+910
+28% +$20.1K 0.02% 683
2023
Q4
$62.9K Buy
+3,290
New +$62.9K 0.02% 763