Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$452K Buy
6,583
+2,050
+45% +$141K 0.06% 316
2025
Q1
$293K Sell
4,533
-93
-2% -$6.01K 0.06% 269
2024
Q4
$489K Sell
4,626
-115
-2% -$12.2K 0.15% 121
2024
Q3
$478K Sell
4,741
-53
-1% -$5.34K 0.16% 119
2024
Q2
$670K Hold
4,794
0.29% 78
2024
Q1
$670K Sell
4,794
-8
-0.2% -$1.12K 0.29% 78
2023
Q4
$586K Buy
+4,802
New +$586K 0.28% 86