Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$108K Sell
1,452
-203
-12% -$15.1K 0.01% 421
2025
Q1
$108K Sell
1,655
-829
-33% -$54.1K 0.01% 404
2024
Q4
$212K Sell
2,484
-241
-9% -$20.6K 0.02% 255
2024
Q3
$234K Buy
2,725
+1,193
+78% +$102K 0.02% 243
2024
Q2
$88.9K Buy
1,532
+1,022
+200% +$59.3K 0.01% 400
2024
Q1
$34.2K Buy
+510
New +$34.2K 0.01% 307