Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$392K Buy
1,233
+6
+0.5% +$1.91K 0.03% 255
2025
Q1
$318K Buy
1,227
+206
+20% +$53.4K 0.02% 269
2024
Q4
$412K Buy
1,021
+64
+7% +$25.8K 0.03% 241
2024
Q3
$250K Sell
957
-976
-50% -$255K 0.02% 303
2024
Q2
$383K Sell
1,933
-61
-3% -$12.1K 0.03% 215
2024
Q1
$351K Sell
1,994
-19
-0.9% -$3.34K 0.03% 258
2023
Q4
$500K Hold
2,013
0.04% 221
2023
Q3
$504K Buy
2,013
+196
+11% +$49K 0.04% 215
2023
Q2
$476K Buy
1,817
+26
+1% +$6.81K 0.04% 227
2023
Q1
$372K Buy
+1,791
New +$372K 0.03% 246