Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$79.1K Sell
2,734
-390
-12% -$11.3K 0.03% 303
2025
Q1
$88.3K Sell
3,124
-739
-19% -$20.9K 0.04% 286
2024
Q4
$88K Sell
3,863
-958
-20% -$21.8K 0.04% 297
2024
Q3
$106K Sell
4,821
-25,457
-84% -$561K 0.05% 278
2024
Q2
$579K Sell
30,278
-1,060
-3% -$20.3K 0.28% 81
2024
Q1
$552K Buy
+31,338
New +$552K 0.27% 87