Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$535K Sell
2,883
-81
-3% -$15K 0.25% 71
2025
Q1
$621K Buy
2,964
+359
+14% +$75.2K 0.37% 43
2024
Q4
$463K Buy
2,605
+171
+7% +$30.4K 0.3% 53
2024
Q3
$481K Buy
2,434
+86
+4% +$17K 0.31% 50
2024
Q2
$403K Buy
2,348
+153
+7% +$26.2K 0.28% 57
2024
Q1
$400K Sell
2,195
-2,047
-48% -$373K 0.3% 53
2023
Q4
$657K Buy
+4,242
New +$657K 0.56% 28