Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Sell
2,769
-3,660
-57% -$290K 0.02% 162
2025
Q1
$577K Buy
6,429
+97
+2% +$8.71K 0.07% 85
2024
Q4
$630K Buy
6,332
+71
+1% +$7.06K 0.09% 70
2024
Q3
$711K Buy
6,261
+1,565
+33% +$178K 0.12% 67
2024
Q2
$601K Buy
4,696
+1,387
+42% +$177K 0.12% 75
2024
Q1
$433K Buy
3,309
+699
+27% +$91.6K 0.09% 63
2023
Q4
$285K Buy
+2,610
New +$285K 0.07% 86