Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Sell
2,727
-844
-24% -$85.2K ﹤0.01% 521
2025
Q1
$348K Sell
3,571
-446
-11% -$43.5K 0.01% 463
2024
Q4
$409K Sell
4,017
-1,205
-23% -$123K 0.01% 426
2024
Q3
$584K Sell
5,222
-820
-14% -$91.7K 0.01% 386
2024
Q2
$577K Sell
6,042
-722
-11% -$68.9K 0.01% 389
2024
Q1
$600K Sell
6,764
-1,020
-13% -$90.4K 0.01% 389
2023
Q4
$640K Buy
+7,784
New +$640K 0.01% 385