Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$225K Sell
835
-103
-11% -$27.8K 0.05% 218
2025
Q1
$238K Sell
938
-104
-10% -$26.4K 0.07% 217
2024
Q4
$244K Sell
1,042
-13
-1% -$3.05K 0.07% 223
2024
Q3
$269K Buy
1,055
+12
+1% +$3.06K 0.1% 193
2024
Q2
$248K Buy
1,043
+37
+4% +$8.8K 0.13% 167
2024
Q1
$232K Sell
1,006
-326
-24% -$75.3K 0.21% 140
2023
Q4
$264K Buy
+1,332
New +$264K 0.3% 99