Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$91.5K Sell
1,173
-3,657
-76% -$285K 0.06% 168
2025
Q1
$356K Sell
4,830
-7,506
-61% -$554K 0.24% 94
2024
Q4
$1.01M Buy
12,336
+5,451
+79% +$445K 0.32% 78
2024
Q3
$480K Buy
+6,885
New +$480K 0.3% 76