Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$300K Sell
1,321
-17
-1% -$3.86K 0.01% 149
2025
Q1
$224K Sell
1,338
-1,111
-45% -$186K 0.01% 170
2024
Q4
$485K Sell
2,449
-40
-2% -$7.93K 0.02% 134
2024
Q3
$434K Sell
2,489
-2,146
-46% -$374K 0.02% 136
2024
Q2
$806K Buy
+4,635
New +$806K 0.04% 98