Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$378K Sell
10,603
-1,830
-15% -$65.3K 0.18% 120
2025
Q1
$459K Buy
12,433
+5,925
+91% +$219K 0.28% 60
2024
Q4
$244K Sell
6,508
-181
-3% -$6.79K 0.16% 107
2024
Q3
$279K Sell
6,689
-370
-5% -$15.5K 0.18% 97
2024
Q2
$276K Sell
7,059
-52
-0.7% -$2.04K 0.2% 91
2024
Q1
$308K Buy
7,111
+118
+2% +$5.12K 0.23% 74
2023
Q4
$307K Buy
+6,993
New +$307K 0.26% 69