Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$416K Sell
2,508
-224
-8% -$37.2K 0.03% 440
2025
Q1
$467K Buy
2,732
+1,536
+128% +$263K 0.04% 328
2024
Q4
$203K Sell
1,196
-919
-43% -$156K 0.02% 521
2024
Q3
$406K Sell
2,115
-1,147
-35% -$220K 0.04% 317
2024
Q2
$600K Sell
3,262
-4
-0.1% -$735 0.06% 228
2024
Q1
$635K Sell
3,266
-2,808
-46% -$546K 0.06% 232
2023
Q4
$1.13M Buy
+6,074
New +$1.13M 0.05% 237