Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$181K Buy
1,808
+1,194
+194% +$119K 0.07% 131
2025
Q1
$64.6K Sell
614
-695
-53% -$73.1K 0.03% 189
2024
Q4
$103K Sell
1,309
-506
-28% -$39.9K 0.04% 154
2024
Q3
$135K Sell
1,815
-845
-32% -$62.8K 0.06% 110
2024
Q2
$249K Sell
2,660
-1,731
-39% -$162K 0.11% 82
2024
Q1
$459K Buy
4,391
+282
+7% +$29.5K 0.2% 56
2023
Q4
$372K Buy
+4,109
New +$372K 0.29% 60