Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$324K Sell
1,160
-445
-28% -$124K 0.02% 194
2025
Q1
$500K Buy
1,605
+63
+4% +$19.6K 0.03% 151
2024
Q4
$402K Buy
1,542
+434
+39% +$113K 0.03% 172
2024
Q3
$357K Buy
1,108
+44
+4% +$14.2K 0.02% 164
2024
Q2
$332K Sell
1,064
-32
-3% -$10K 0.03% 142
2024
Q1
$312K Sell
1,096
-153
-12% -$43.5K 0.02% 157
2023
Q4
$360K Buy
1,249
+32
+3% +$9.22K 0.03% 135
2023
Q3
$327K Buy
1,217
+16
+1% +$4.3K 0.03% 132
2023
Q2
$267K Sell
1,201
-120
-9% -$26.7K 0.02% 150
2023
Q1
$319K Buy
+1,321
New +$319K 0.04% 141