Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$119K Sell
14,150
-23,896
-63% -$202K 0.02% 144
2025
Q1
$304K Sell
38,046
-5,454
-13% -$43.6K 0.04% 128
2024
Q4
$431K Sell
43,500
-17,650
-29% -$175K 0.06% 121
2024
Q3
$541K Sell
61,150
-7,450
-11% -$65.9K 0.07% 119
2024
Q2
$825K Buy
+68,600
New +$825K 0.12% 110