Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$46.5K Sell
2,074
-1,120
-35% -$25.1K 0.02% 264
2025
Q1
$72.5K Sell
3,194
-1,715
-35% -$39K 0.03% 226
2024
Q4
$98.4K Sell
4,909
-4,350
-47% -$87.2K 0.04% 202
2024
Q3
$217K Sell
9,259
-1,042
-10% -$24.4K 0.09% 144
2024
Q2
$310K Sell
10,301
-931
-8% -$28.1K 0.14% 117
2024
Q1
$564K Hold
11,232
0.27% 68
2023
Q4
$564K Buy
+11,232
New +$564K 0.27% 68