Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$282K Sell
5,501
-673
-11% -$34.5K ﹤0.01% 743
2025
Q1
$359K Sell
6,174
-853
-12% -$49.6K ﹤0.01% 670
2024
Q4
$461K Sell
7,027
-688
-9% -$45.2K ﹤0.01% 706
2024
Q3
$368K Sell
7,715
-1,902
-20% -$90.7K ﹤0.01% 655
2024
Q2
$352K Sell
9,617
-168
-2% -$6.15K ﹤0.01% 636
2024
Q1
$333K Buy
9,785
+1,421
+17% +$48.4K ﹤0.01% 648
2023
Q4
$319K Sell
8,364
-458
-5% -$17.5K ﹤0.01% 644
2023
Q3
$298K Buy
+8,822
New +$298K ﹤0.01% 661