Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$165K Sell
12,821
-3,123
-20% -$40.3K 0.07% 418
2025
Q1
$209K Buy
+15,944
New +$209K 0.1% 413
2024
Q4
Sell
-10,521
Closed -$120K 1054
2024
Q3
$120K Sell
10,521
-2,336
-18% -$26.6K 0.03% 820
2024
Q2
$128K Buy
12,857
+1,224
+11% +$12.2K 0.02% 816
2024
Q1
$99.2K Buy
+11,633
New +$99.2K 0.02% 795