Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$483K Sell
3,737
-407
-10% -$52.6K 0.17% 102
2025
Q1
$495K Sell
4,144
-56
-1% -$6.69K 0.21% 96
2024
Q4
$487K Sell
4,200
-134
-3% -$15.5K 0.2% 96
2024
Q3
$585K Hold
4,334
0.29% 77
2024
Q2
$598K Sell
4,334
-208
-5% -$28.7K 0.28% 87
2024
Q1
$587K Sell
4,542
-12,018
-73% -$1.55M 0.29% 87
2023
Q4
$1.89M Buy
+16,560
New +$1.89M 1.19% 34