Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$387K Buy
3,222
+665
+26% +$79.8K 0.04% 251
2025
Q1
$377K Sell
2,557
-755
-23% -$111K 0.04% 226
2024
Q4
$538K Sell
3,312
-189
-5% -$30.7K 0.06% 170
2024
Q3
$570K Buy
3,501
+374
+12% +$60.9K 0.06% 170
2024
Q2
$427K Buy
+3,127
New +$427K 0.03% 200
2024
Q1
Sell
-3,101
Closed -$442K 340
2023
Q4
$442K Buy
+3,101
New +$442K 0.04% 192