Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$136K Sell
1,051
-614
-37% -$79.4K 0.05% 168
2025
Q1
$199K Sell
1,665
-376
-18% -$44.9K 0.08% 142
2024
Q4
$237K Sell
2,041
-202
-9% -$23.4K 0.09% 135
2024
Q3
$303K Buy
2,243
+7
+0.3% +$945 0.12% 121
2024
Q2
$298K Sell
2,236
-219
-9% -$29.2K 0.13% 120
2024
Q1
$281K Hold
2,455
0.13% 118
2023
Q4
$281K Buy
+2,455
New +$281K 0.13% 118