Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$631K Sell
9,242
-1,971
-18% -$134K 0.01% 772
2025
Q1
$667K Buy
11,213
+3,227
+40% +$192K 0.01% 703
2024
Q4
$482K Sell
7,986
-4,151
-34% -$251K 0.01% 925
2024
Q3
$856K Buy
12,137
+10
+0.1% +$705 0.01% 633
2024
Q2
$831K Buy
12,127
+4,163
+52% +$285K 0.01% 590
2024
Q1
$634K Buy
7,964
+285
+4% +$22.7K 0.02% 380
2023
Q4
$689K Buy
+7,679
New +$689K 0.02% 327