Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Sell
1,358
-448
-25% -$69.8K 0.01% 893
2025
Q1
$297K Sell
1,806
-1,459
-45% -$240K 0.02% 715
2024
Q4
$532K Buy
3,265
+115
+4% +$18.7K 0.03% 470
2024
Q3
$615K Sell
3,150
-60
-2% -$11.7K 0.04% 423
2024
Q2
$556K Buy
3,210
+1,830
+133% +$317K 0.04% 413
2024
Q1
$233K Buy
+1,380
New +$233K 0.01% 837