Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$209K Sell
4,062
-675
-14% -$34.8K 0.01% 648
2025
Q1
$254K Sell
4,737
-149
-3% -$7.97K 0.01% 580
2024
Q4
$234K Buy
4,886
+47
+1% +$2.25K 0.01% 590
2024
Q3
$215K Sell
4,839
-907
-16% -$40.3K 0.01% 604
2024
Q2
$245K Sell
5,746
-258
-4% -$11K 0.02% 539
2024
Q1
$250K Sell
6,004
-1,845
-24% -$76.7K 0.02% 531
2023
Q4
$288K Buy
7,849
+1,649
+27% +$60.6K 0.02% 469
2023
Q3
$221K Buy
+6,200
New +$221K 0.02% 495