Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$206K Sell
4,277
-1,872
-30% -$90K 0.06% 401
2025
Q1
$298K Sell
6,149
-402
-6% -$19.5K 0.14% 163
2024
Q4
$320K Buy
6,551
+2,990
+84% +$146K 0.16% 106
2024
Q3
$221K Sell
3,561
-1,533
-30% -$95.2K 0.13% 171
2024
Q2
$291K Buy
5,094
+809
+19% +$46.2K 0.19% 117
2024
Q1
$247K Sell
4,285
-457
-10% -$26.4K 0.17% 142
2023
Q4
$324K Buy
+4,742
New +$324K 0.25% 80