Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$189K Sell
13,781
-560
-4% -$7.69K 0.01% 672
2025
Q1
$179K Sell
14,341
-1,294
-8% -$16.1K 0.01% 688
2024
Q4
$208K Buy
15,635
+194
+1% +$2.58K 0.01% 673
2024
Q3
$173K Sell
15,441
-774
-5% -$8.68K 0.01% 688
2024
Q2
$218K Buy
+16,215
New +$218K 0.01% 674