Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$117K Sell
703
-344
-33% -$57.1K 0.05% 179
2025
Q1
$179K Sell
1,047
-335
-24% -$57.3K 0.07% 154
2024
Q4
$234K Sell
1,382
-35
-2% -$5.93K 0.09% 138
2024
Q3
$272K Sell
1,417
-91
-6% -$17.5K 0.11% 131
2024
Q2
$293K Sell
1,508
-520
-26% -$101K 0.13% 122
2024
Q1
$378K Hold
2,028
0.18% 98
2023
Q4
$378K Buy
+2,028
New +$378K 0.18% 98