Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$414K Sell
13,828
-2,213
-14% -$66.2K 0.26% 68
2025
Q1
$542K Sell
16,041
-126
-0.8% -$4.26K 0.3% 56
2024
Q4
$478K Sell
16,167
-8,383
-34% -$248K 0.26% 58
2024
Q3
$771K Sell
24,550
-8,523
-26% -$268K 0.48% 42
2024
Q2
$1.19M Sell
33,073
-16,529
-33% -$597K 0.92% 27
2024
Q1
$1.87M Sell
49,602
-30,554
-38% -$1.15M 1.54% 20
2023
Q4
$2.84M Buy
+80,156
New +$2.84M 2.86% 13