Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$74.7K Sell
740
-540
-42% -$54.5K 0.01% 458
2025
Q1
$125K Sell
1,280
-757
-37% -$73.8K 0.01% 400
2024
Q4
$207K Sell
2,037
-945
-32% -$96.2K 0.01% 364
2024
Q3
$334K Sell
2,982
-1,674
-36% -$187K 0.02% 325
2024
Q2
$445K Sell
4,656
-4,118
-47% -$393K 0.03% 289
2024
Q1
$778K Sell
8,774
-1,846
-17% -$164K 0.06% 225
2023
Q4
$874K Buy
+10,620
New +$874K 0.07% 209