Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$381K Sell
2,965
-2,743
-48% -$352K 0.07% 177
2025
Q1
$412K Buy
5,708
+2,971
+109% +$215K 0.07% 144
2024
Q4
$311K Sell
2,737
-129
-5% -$14.7K 0.07% 175
2024
Q3
$285K Buy
2,866
+83
+3% +$8.26K 0.07% 177
2024
Q2
$241K Sell
2,783
-100
-3% -$8.66K 0.06% 173
2024
Q1
$235K Buy
+2,883
New +$235K 0.06% 170