Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$265K Sell
948
-119
-11% -$33.2K 0.06% 194
2025
Q1
$332K Sell
1,067
-253
-19% -$78.8K 0.09% 160
2024
Q4
$344K Sell
1,320
-221
-14% -$57.6K 0.1% 156
2024
Q3
$497K Buy
1,541
+275
+22% +$88.6K 0.19% 98
2024
Q2
$396K Buy
1,266
+506
+67% +$158K 0.2% 106
2024
Q1
$216K Sell
760
-413
-35% -$117K 0.2% 151
2023
Q4
$338K Buy
+1,173
New +$338K 0.38% 82