Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$277K Sell
3,102
-1,437
-32% -$128K 0.06% 57
2025
Q1
$344K Buy
4,539
+504
+12% +$38.2K 0.08% 55
2024
Q4
$312K Sell
4,035
-685
-15% -$53K 0.08% 51
2024
Q3
$345K Sell
4,720
-1,500
-24% -$110K 0.09% 49
2024
Q2
$375K Buy
6,220
+2,370
+62% +$143K 0.1% 36
2024
Q1
$243K Buy
+3,850
New +$243K 0.07% 62