Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$345K Sell
1,522
-1,202
-44% -$272K 0.1% 198
2025
Q1
$452K Buy
2,724
+570
+26% +$94.6K 0.14% 156
2024
Q4
$425K Sell
2,154
-456
-17% -$90.1K 0.14% 152
2024
Q3
$453K Buy
2,610
+361
+16% +$62.7K 0.16% 144
2024
Q2
$391K Sell
2,249
-1,027
-31% -$179K 0.14% 154
2024
Q1
$341K Hold
3,276
0.14% 158
2023
Q4
$341K Buy
+3,276
New +$341K 0.14% 158
2020
Q2
Sell
-254
Closed -$12K 380
2020
Q1
$12K Buy
+254
New +$12K 0.07% 142