Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Sell
2,744
-996
-27% -$98.4K 0.27% 72
2025
Q1
$390K Buy
3,740
+563
+18% +$58.7K 0.25% 83
2024
Q4
$430K Sell
3,177
-694
-18% -$93.9K 0.28% 84
2024
Q3
$603K Sell
3,871
-36
-0.9% -$5.61K 0.4% 58
2024
Q2
$578K Sell
3,907
-146
-4% -$21.6K 0.41% 54
2024
Q1
$718K Buy
+4,053
New +$718K 0.54% 46