Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$515K Sell
4,605
-291
-6% -$32.6K ﹤0.01% 938
2025
Q1
$433K Sell
4,896
-228
-4% -$20.2K ﹤0.01% 981
2024
Q4
$481K Buy
5,124
+10
+0.2% +$938 ﹤0.01% 960
2024
Q3
$477K Sell
5,114
-86
-2% -$8.03K ﹤0.01% 952
2024
Q2
$556K Sell
5,200
-917
-15% -$98.1K 0.01% 880
2024
Q1
$737K Sell
6,117
-183
-3% -$22K 0.01% 817
2023
Q4
$694K Sell
6,300
-149
-2% -$16.4K 0.01% 811
2023
Q3
$622K Sell
6,449
-305
-5% -$29.4K 0.01% 809
2023
Q2
$574K Sell
6,754
-871
-11% -$74.1K 0.01% 852
2023
Q1
$712K Buy
+7,625
New +$712K 0.01% 781