Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$314K Sell
988
-150
-13% -$47.6K 0.03% 130
2025
Q1
$295K Buy
1,138
+84
+8% +$21.8K 0.04% 143
2024
Q4
$426K Buy
1,054
+281
+36% +$113K 0.06% 94
2024
Q3
$202K Sell
773
-497
-39% -$130K 0.03% 164
2024
Q2
$267K Sell
1,270
-158
-11% -$33.2K 0.05% 122
2024
Q1
$250K Sell
1,428
-149
-9% -$26.1K 0.05% 99
2023
Q4
$392K Buy
+1,577
New +$392K 0.1% 69