Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$225K Sell
1,333
-320
-19% -$54.1K 0.02% 299
2025
Q1
$234K Sell
1,653
-461
-22% -$65.2K 0.03% 276
2024
Q4
$335K Sell
2,114
-229
-10% -$36.3K 0.04% 227
2024
Q3
$297K Buy
2,343
+62
+3% +$7.87K 0.04% 243
2024
Q2
$247K Hold
2,281
0.04% 255
2024
Q1
$209K Buy
+2,281
New +$209K 0.04% 272