Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$230K Sell
6,455
-2,765
-30% -$98.7K 0.01% 245
2025
Q1
$340K Sell
9,220
-348
-4% -$12.8K 0.02% 190
2024
Q4
$359K Buy
9,568
+1,952
+26% +$73.3K 0.02% 187
2024
Q3
$318K Buy
7,616
+1,078
+16% +$45K 0.02% 176
2024
Q2
$256K Sell
6,538
-63
-1% -$2.47K 0.02% 163
2024
Q1
$286K Hold
6,601
0.02% 167
2023
Q4
$289K Buy
6,601
+107
+2% +$4.69K 0.02% 155
2023
Q3
$288K Sell
6,494
-112
-2% -$4.97K 0.03% 141
2023
Q2
$274K Sell
6,606
-1,863
-22% -$77.4K 0.02% 148
2023
Q1
$321K Buy
+8,469
New +$321K 0.04% 140