Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$511K Buy
3,871
+363
+10% +$47.9K 0.03% 154
2025
Q1
$526K Sell
3,508
-151
-4% -$22.6K 0.03% 147
2024
Q4
$556K Buy
3,659
+58
+2% +$8.82K 0.04% 140
2024
Q3
$612K Buy
3,601
+67
+2% +$11.4K 0.04% 128
2024
Q2
$583K Sell
3,534
-666
-16% -$110K 0.05% 109
2024
Q1
$735K Buy
4,200
+300
+8% +$52.5K 0.05% 104
2023
Q4
$662K Buy
3,900
+1,234
+46% +$210K 0.05% 96
2023
Q3
$452K Sell
2,666
-2,102
-44% -$356K 0.04% 112
2023
Q2
$883K Buy
4,768
+3,557
+294% +$659K 0.07% 81
2023
Q1
$221K Buy
+1,211
New +$221K 0.02% 168