Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$454K Sell
5,997
-480
-7% -$36.4K 0.04% 207
2025
Q1
$486K Sell
6,477
-1,881
-23% -$141K 0.04% 222
2024
Q4
$639K Sell
8,358
-132
-2% -$10.1K 0.04% 239
2024
Q3
$663K Sell
8,490
-60
-0.7% -$4.68K 0.05% 230
2024
Q2
$610K Sell
8,550
-1,128
-12% -$80.5K 0.05% 233
2024
Q1
$786K Sell
9,678
-3,123
-24% -$254K 0.06% 197
2023
Q4
$936K Buy
+12,801
New +$936K 0.08% 144