Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$213K Sell
7,110
-4,631
-39% -$139K 0.14% 30
2025
Q1
$333K Buy
11,741
+3,225
+38% +$91.3K 0.26% 20
2024
Q4
$252K Sell
8,516
-4,866
-36% -$144K 0.19% 25
2024
Q3
$420K Sell
13,382
-99
-0.7% -$3.11K 0.32% 19
2024
Q2
$487K Hold
13,481
0.39% 19
2024
Q1
$511K Hold
13,481
0.42% 24
2023
Q4
$478K Buy
+13,481
New +$478K 0.44% 18