Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$494K Sell
50,834
-21,003
-29% -$204K 0.02% 604
2025
Q1
$717K Buy
71,837
+48,643
+210% +$485K 0.03% 395
2024
Q4
$206K Sell
23,194
-5,730
-20% -$50.8K 0.01% 907
2024
Q3
$338K Sell
28,924
-7,035
-20% -$82.2K 0.02% 616
2024
Q2
$402K Buy
35,959
+11,417
+47% +$128K 0.03% 458
2024
Q1
$299K Sell
24,542
-23,566
-49% -$287K 0.03% 539
2023
Q4
$763K Buy
+48,108
New +$763K 0.11% 175