Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$420K Sell
1,178
-10
-0.8% -$3.57K 0.01% 267
2025
Q1
$474K Sell
1,188
-42
-3% -$16.8K 0.01% 247
2024
Q4
$442K Sell
1,230
-2,198
-64% -$789K 0.01% 254
2024
Q3
$1.19M Buy
3,428
+2,695
+368% +$932K 0.02% 179
2024
Q2
$215K Hold
733
﹤0.01% 343
2024
Q1
$245K Sell
733
-474
-39% -$158K 0.01% 328
2023
Q4
$351K Buy
+1,207
New +$351K 0.01% 268