Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$238K Sell
3,007
-876
-23% -$69.3K ﹤0.01% 225
2025
Q1
$349K Sell
3,883
-744
-16% -$66.8K 0.01% 182
2024
Q4
$460K Buy
4,627
+141
+3% +$14K 0.01% 167
2024
Q3
$509K Buy
4,486
+900
+25% +$102K 0.01% 157
2024
Q2
$444K Buy
3,586
+1,060
+42% +$131K 0.01% 154
2024
Q1
$333K Buy
+2,526
New +$333K 0.01% 157