Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$331K Sell
4,634
-1,550
-25% -$111K 0.03% 270
2025
Q1
$395K Buy
6,184
+613
+11% +$39.2K 0.04% 242
2024
Q4
$424K Sell
5,571
-1,795
-24% -$137K 0.04% 228
2024
Q3
$662K Sell
7,366
-5,120
-41% -$460K 0.06% 181
2024
Q2
$946K Sell
12,486
-3,081
-20% -$234K 0.09% 149
2024
Q1
$1.75M Sell
15,567
-581
-4% -$65.1K 0.18% 116
2023
Q4
$1.76M Buy
+16,148
New +$1.76M 0.17% 118