Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$187K Sell
1,198
-493
-29% -$76.9K 0.07% 148
2025
Q1
$278K Sell
1,691
-247
-13% -$40.7K 0.11% 122
2024
Q4
$316K Sell
1,938
-21
-1% -$3.42K 0.12% 119
2024
Q3
$383K Buy
1,959
+149
+8% +$29.1K 0.15% 108
2024
Q2
$330K Sell
1,810
-53
-3% -$9.66K 0.14% 113
2024
Q1
$368K Hold
1,863
0.17% 101
2023
Q4
$368K Buy
+1,863
New +$368K 0.17% 101