Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$394K Buy
1,241
+98
+9% +$31.1K 0.18% 96
2025
Q1
$296K Sell
1,143
-177
-13% -$45.9K 0.15% 107
2024
Q4
$533K Sell
1,320
-234
-15% -$94.5K 0.27% 74
2024
Q3
$407K Sell
1,554
-35
-2% -$9.16K 0.2% 88
2024
Q2
$314K Sell
1,589
-324
-17% -$64.1K 0.16% 98
2024
Q1
$336K Buy
+1,913
New +$336K 0.17% 92