Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$469K Sell
6,315
-986
-14% -$73.3K 0.11% 114
2025
Q1
$476K Sell
7,301
-637
-8% -$41.6K 0.13% 110
2024
Q4
$678K Sell
7,938
-5
-0.1% -$427 0.19% 79
2024
Q3
$620K Sell
7,943
-1,221
-13% -$95.3K 0.23% 81
2024
Q2
$532K Buy
9,164
+1,343
+17% +$77.9K 0.27% 76
2024
Q1
$524K Sell
7,821
-2,726
-26% -$183K 0.48% 53
2023
Q4
$648K Buy
+10,547
New +$648K 0.73% 38