Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Sell
2,760
-174
-6% -$16.2K 0.1% 84
2025
Q1
$214K Sell
2,934
-970
-25% -$70.7K 0.09% 80
2024
Q4
$235K Buy
3,904
+37
+1% +$2.23K 0.1% 85
2024
Q3
$291K Sell
3,867
-31
-0.8% -$2.33K 0.12% 77
2024
Q2
$283K Sell
3,898
-3,322
-46% -$241K 0.14% 83
2024
Q1
$556K Sell
7,220
-1,155
-14% -$88.9K 0.35% 60
2023
Q4
$516K Buy
+8,375
New +$516K 0.36% 54