Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$988K Buy
43,857
+1,195
+3% +$26.9K 0.02% 234
2025
Q1
$969K Sell
42,662
-4,405
-9% -$100K 0.03% 210
2024
Q4
$951K Sell
47,067
-6,084
-11% -$123K 0.02% 223
2024
Q3
$1.25M Sell
53,151
-9,417
-15% -$221K 0.03% 197
2024
Q2
$1.94M Buy
62,568
+818
+1% +$25.3K 0.05% 148
2024
Q1
$2.73M Buy
61,750
+15,172
+33% +$670K 0.08% 122
2023
Q4
$2.34M Buy
+46,578
New +$2.34M 0.07% 118