Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$317K Sell
3,453
-3,497
-50% -$321K 0.07% 252
2025
Q1
$611K Buy
6,950
+5,848
+531% +$514K 0.13% 122
2024
Q4
$102K Sell
1,102
-541
-33% -$50.1K 0.01% 421
2024
Q3
$152K Buy
1,643
+996
+154% +$92.4K 0.04% 286
2024
Q2
$48.5K Buy
+647
New +$48.5K 0.01% 658
2023
Q4
Hold
0
1388
2023
Q3
Hold
0
1105