Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$168K Sell
3,478
-50
-1% -$2.42K 0.1% 134
2025
Q1
$196K Sell
3,528
-6,248
-64% -$347K 0.13% 123
2024
Q4
$471K Buy
9,776
+5,568
+132% +$269K 0.15% 116
2024
Q3
$243K Sell
4,208
-100
-2% -$5.76K 0.15% 112
2024
Q2
$209K Hold
4,308
0.13% 127
2024
Q1
$209K Buy
4,308
+30
+0.7% +$1.46K 0.13% 125
2023
Q4
$213K Buy
+4,278
New +$213K 0.15% 118