Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$346K Sell
15,371
-490
-3% -$11K 0.01% 748
2025
Q1
$331K Buy
15,861
+2,921
+23% +$61K 0.02% 714
2024
Q4
$275K Sell
12,940
-940
-7% -$20K 0.01% 767
2024
Q3
$322K Buy
13,880
+2,675
+24% +$62.1K 0.02% 640
2024
Q2
$249K Buy
11,205
+1,560
+16% +$34.7K 0.02% 655
2024
Q1
$213K Buy
+9,645
New +$213K 0.02% 656