Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$358K Sell
669
-287
-30% -$154K 0.34% 37
2025
Q1
$353K Sell
956
-129
-12% -$47.7K 0.36% 32
2024
Q4
$492K Sell
1,085
-45
-4% -$20.4K 0.47% 22
2024
Q3
$483K Buy
1,130
+4
+0.4% +$1.71K 0.5% 20
2024
Q2
$411K Sell
1,126
-73
-6% -$26.7K 0.43% 21
2024
Q1
$420K Buy
1,199
+73
+6% +$25.6K 0.4% 20
2023
Q4
$243K Buy
+1,126
New +$243K 0.29% 36