Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$69.4K Sell
28,788
-57,173
-67% -$138K 0.04% 183
2025
Q1
$200K Sell
85,961
-95,361
-53% -$222K 0.14% 121
2024
Q4
$335K Buy
181,322
+90,661
+100% +$168K 0.11% 134
2024
Q3
$221K Sell
90,661
-20,403
-18% -$49.8K 0.14% 118
2024
Q2
$228K Buy
+111,064
New +$228K 0.15% 121