Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Sell
1,243
-93
-7% -$16.6K 0.05% 220
2025
Q1
$214K Sell
1,336
-574
-30% -$92K 0.06% 235
2024
Q4
$332K Sell
1,910
-255
-12% -$44.4K 0.09% 163
2024
Q3
$490K Sell
2,165
-131
-6% -$29.6K 0.18% 100
2024
Q2
$514K Buy
2,296
+278
+14% +$62.2K 0.26% 80
2024
Q1
$516K Buy
2,018
+63
+3% +$16.1K 0.48% 54
2023
Q4
$444K Buy
+1,955
New +$444K 0.5% 64