Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$286K Sell
1,025
-12
-1% -$3.35K 0.02% 232
2025
Q1
$323K Sell
1,037
-394
-28% -$123K 0.03% 207
2024
Q4
$373K Sell
1,431
-919
-39% -$240K 0.04% 175
2024
Q3
$695K Sell
2,350
-113
-5% -$33.4K 0.07% 115
2024
Q2
$770K Buy
2,463
+1,929
+361% +$603K 0.09% 81
2024
Q1
$152K Buy
+534
New +$152K 0.04% 153