Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$251K Sell
2,090
-936
-31% -$112K 0.01% 478
2025
Q1
$446K Sell
3,026
-1,243
-29% -$183K 0.03% 326
2024
Q4
$693K Buy
4,269
+370
+9% +$60.1K 0.04% 245
2024
Q3
$635K Buy
3,899
+854
+28% +$139K 0.04% 251
2024
Q2
$416K Sell
3,045
-209
-6% -$28.5K 0.03% 319
2024
Q1
$498K Buy
3,254
+1,795
+123% +$275K 0.04% 283
2023
Q4
$208K Buy
+1,459
New +$208K 0.02% 418