Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$399K Buy
4,995
+1,799
+56% +$144K 0.07% 134
2025
Q1
$289K Sell
3,196
-108
-3% -$9.78K 0.06% 170
2024
Q4
$331K Sell
3,304
-425
-11% -$42.6K 0.07% 137
2024
Q3
$426K Buy
3,729
+57
+2% +$6.52K 0.09% 119
2024
Q2
$457K Sell
3,672
-17
-0.5% -$2.12K 0.11% 109
2024
Q1
$490K Buy
3,689
+700
+23% +$92.9K 0.14% 94
2023
Q4
$318K Sell
2,989
-38
-1% -$4.05K 0.1% 120
2023
Q3
$314K Sell
3,027
-7,189
-70% -$745K 0.12% 114
2023
Q2
$1.19M Buy
10,216
+1,468
+17% +$170K 0.38% 59
2023
Q1
$937K Sell
8,748
-405
-4% -$43.4K 0.41% 51
2022
Q4
$1.02M Buy
+9,153
New +$1.02M 0.47% 51