Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$362K Buy
1,229
+182
+17% +$53.7K 0.24% 72
2025
Q1
$260K Sell
1,047
-679
-39% -$169K 0.17% 90
2024
Q4
$379K Sell
1,726
-1
-0.1% -$220 0.16% 108
2024
Q3
$382K Buy
1,727
+242
+16% +$53.5K 0.15% 110
2024
Q2
$257K Sell
1,485
-797
-35% -$138K 0.09% 159
2024
Q1
$436K Buy
+2,282
New +$436K 0.11% 135
2023
Q2
Sell
-1,874
Closed -$246K 193
2023
Q1
$246K Hold
1,874
0.1% 156
2022
Q4
$264K Buy
+1,874
New +$264K 0.11% 151