Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$273K Sell
3,175
-6,073
-66% -$522K ﹤0.01% 1237
2025
Q1
$772K Buy
9,248
+38
+0.4% +$3.17K 0.01% 650
2024
Q4
$775K Sell
9,210
-128
-1% -$10.8K 0.01% 674
2024
Q3
$807K Buy
9,338
+874
+10% +$75.5K 0.01% 656
2024
Q2
$659K Buy
8,464
+1,353
+19% +$105K 0.01% 687
2024
Q1
$665K Buy
7,111
+31
+0.4% +$2.9K 0.02% 364
2023
Q4
$614K Buy
+7,080
New +$614K 0.02% 354