Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$445K Sell
3,372
-318
-9% -$42K 0.18% 98
2025
Q1
$553K Sell
3,690
-289
-7% -$43.3K 0.23% 85
2024
Q4
$606K Sell
3,979
-254
-6% -$38.7K 0.24% 81
2024
Q3
$720K Buy
4,233
+146
+4% +$24.8K 0.28% 74
2024
Q2
$708K Sell
4,087
-25
-0.6% -$4.33K 0.31% 70
2024
Q1
$700K Hold
4,112
0.33% 62
2023
Q4
$700K Buy
+4,112
New +$700K 0.33% 62