Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$466K Buy
6,556
+1,685
+35% +$120K 0.05% 108
2025
Q1
$309K Buy
4,871
+450
+10% +$28.6K 0.04% 117
2024
Q4
$335K Sell
4,421
-96
-2% -$7.27K 0.05% 112
2024
Q3
$399K Sell
4,517
-253
-5% -$22.4K 0.05% 112
2024
Q2
$359K Buy
4,770
+21
+0.4% +$1.58K 0.05% 110
2024
Q1
$446K Sell
4,749
-586
-11% -$55.1K 0.06% 101
2023
Q4
$579K Buy
5,335
+3,084
+137% +$335K 0.09% 87
2023
Q3
$215K Sell
2,251
-52
-2% -$4.97K 0.04% 136
2023
Q2
$254K Buy
2,303
+33
+1% +$3.64K 0.04% 126
2023
Q1
$278K Buy
+2,270
New +$278K 0.05% 104