Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$357K Sell
2,258
-5
-0.2% -$790 0.12% 77
2025
Q1
$245K Buy
2,263
+282
+14% +$30.6K 0.09% 91
2024
Q4
$266K Sell
1,981
-637
-24% -$85.5K 0.09% 87
2024
Q3
$318K Sell
2,618
-571
-18% -$69.4K 0.12% 84
2024
Q2
$394K Buy
3,189
+639
+25% +$79K 0.16% 69
2024
Q1
$230K Sell
2,550
-6,210
-71% -$561K 0.09% 95
2023
Q4
$434K Buy
+8,760
New +$434K 0.2% 65