Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$120K Sell
1,220
-549
-31% -$54.2K 0.05% 175
2025
Q1
$185K Sell
1,769
-3
-0.2% -$313 0.08% 149
2024
Q4
$239K Sell
1,772
-21
-1% -$2.84K 0.09% 134
2024
Q3
$280K Buy
1,793
+288
+19% +$44.9K 0.11% 128
2024
Q2
$223K Sell
1,505
-35
-2% -$5.18K 0.1% 139
2024
Q1
$219K Hold
1,540
0.1% 138
2023
Q4
$219K Buy
+1,540
New +$219K 0.1% 138