Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$471K Buy
16,263
+893
+6% +$25.8K 0.1% 145
2025
Q1
$435K Sell
15,370
-2,021
-12% -$57.2K 0.1% 142
2024
Q4
$396K Buy
17,391
+5,787
+50% +$132K 0.1% 137
2024
Q3
$255K Buy
11,604
+706
+6% +$15.5K 0.08% 146
2024
Q2
$208K Hold
10,898
0.07% 137
2024
Q1
$192K Sell
10,898
-134
-1% -$2.36K 0.07% 148
2023
Q4
$185K Buy
+11,032
New +$185K 0.07% 137