Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$84.1K Sell
375
-15
-4% -$3.37K 0.02% 280
2025
Q1
$80.2K Sell
390
-1,958
-83% -$402K 0.02% 285
2024
Q4
$429K Sell
2,348
-181
-7% -$33.1K 0.12% 137
2024
Q3
$521K Sell
2,529
-75
-3% -$15.4K 0.15% 126
2024
Q2
$456K Buy
2,604
+1,152
+79% +$202K 0.15% 135
2024
Q1
$249K Buy
+1,452
New +$249K 0.09% 206