Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$253K Sell
1,500
-301
-17% -$50.8K 0.01% 931
2025
Q1
$278K Buy
1,801
+275
+18% +$42.4K 0.01% 860
2024
Q4
$259K Sell
1,526
-159
-9% -$27K 0.01% 896
2024
Q3
$293K Sell
1,685
-330
-16% -$57.4K 0.01% 815
2024
Q2
$347K Sell
2,015
-295
-13% -$50.8K 0.01% 797
2024
Q1
$602K Buy
2,310
+443
+24% +$115K 0.02% 573
2023
Q4
$372K Buy
+1,867
New +$372K 0.02% 672