Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$367K Sell
59,203
-6,979
-11% -$43.3K 0.01% 294
2025
Q1
$471K Sell
66,182
-3,013
-4% -$21.4K 0.02% 258
2024
Q4
$475K Buy
69,195
+13,208
+24% +$90.6K 0.02% 251
2024
Q3
$387K Buy
55,987
+24,056
+75% +$166K 0.01% 315
2024
Q2
$255K Sell
31,931
-63,613
-67% -$509K 0.01% 345
2024
Q1
$1.02M Buy
+95,544
New +$1.02M 0.03% 232