Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$452K Sell
4,522
-453
-9% -$45.3K 0.2% 208
2025
Q1
$523K Sell
4,975
-6,694
-57% -$704K 0.24% 127
2024
Q4
$920K Sell
11,669
-4,657
-29% -$367K 0.29% 68
2024
Q3
$1.21M Buy
16,326
+3,647
+29% +$271K 0.28% 52
2024
Q2
$1.19M Buy
12,679
+3,524
+38% +$330K 0.21% 140
2024
Q1
$958K Buy
+9,155
New +$958K 0.19% 165