Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$239K Sell
1,646
-4,076
-71% -$592K 0.01% 50
2025
Q1
$724K Sell
5,722
-436
-7% -$55.2K 0.03% 48
2024
Q4
$640K Buy
6,158
+2,152
+54% +$224K 0.02% 49
2024
Q3
$286K Buy
4,006
+609
+18% +$43.4K 0.01% 48
2024
Q2
$239K Sell
3,397
-1,574
-32% -$111K 0.01% 50
2024
Q1
$313K Buy
4,971
+43
+0.9% +$2.71K 0.01% 46
2023
Q4
$293K Buy
+4,928
New +$293K 0.01% 50