Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$92K Sell
1,288
-273
-17% -$19.5K 0.04% 199
2025
Q1
$99.7K Sell
1,561
-314
-17% -$20.1K 0.04% 194
2024
Q4
$143K Sell
1,875
-16
-0.8% -$1.22K 0.06% 172
2024
Q3
$168K Sell
1,891
-38
-2% -$3.37K 0.07% 160
2024
Q2
$143K Sell
1,929
-155
-7% -$11.5K 0.06% 163
2024
Q1
$227K Hold
2,084
0.11% 131
2023
Q4
$227K Buy
+2,084
New +$227K 0.11% 131