Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Sell
8,977
-1,641
-15% -$36.8K 0.02% 372
2025
Q1
$241K Sell
10,618
-347
-3% -$7.88K 0.03% 332
2024
Q4
$220K Buy
10,965
+681
+7% +$13.7K 0.02% 354
2024
Q3
$241K Sell
10,284
-131
-1% -$3.07K 0.03% 310
2024
Q2
$323K Sell
10,415
-419
-4% -$13K 0.04% 266
2024
Q1
$479K Buy
10,834
+6,324
+140% +$279K 0.07% 232
2023
Q4
$227K Buy
+4,510
New +$227K 0.03% 302