Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$494K Sell
2,161
-215
-9% -$49.2K 0.05% 214
2025
Q1
$582K Sell
2,376
-225
-9% -$55.2K 0.06% 196
2024
Q4
$735K Sell
2,601
-13
-0.5% -$3.68K 0.07% 176
2024
Q3
$703K Sell
2,614
-259
-9% -$69.6K 0.06% 176
2024
Q2
$865K Sell
2,873
-1,696
-37% -$511K 0.08% 156
2024
Q1
$1.29M Sell
4,569
-371
-8% -$105K 0.14% 130
2023
Q4
$1.26M Buy
+4,940
New +$1.26M 0.12% 136