Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$331K Buy
4,773
+1,128
+31% +$78.3K 0.15% 145
2025
Q1
$225K Sell
3,645
-131
-3% -$8.09K 0.14% 146
2024
Q4
$224K Sell
3,776
-2,790
-42% -$165K 0.14% 118
2024
Q3
$349K Sell
6,566
-895
-12% -$47.6K 0.23% 76
2024
Q2
$354K Sell
7,461
-161
-2% -$7.65K 0.25% 68
2024
Q1
$380K Buy
7,622
+371
+5% +$18.5K 0.28% 56
2023
Q4
$366K Buy
+7,251
New +$366K 0.31% 56