Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$710K Sell
7,099
-141
-2% -$14.1K 0.01% 724
2025
Q1
$762K Buy
7,240
+1,750
+32% +$184K 0.01% 656
2024
Q4
$435K Sell
5,490
-512
-9% -$40.6K 0.01% 981
2024
Q3
$436K Sell
6,002
-1,326
-18% -$96.2K 0.01% 977
2024
Q2
$692K Buy
7,328
+4,580
+167% +$432K 0.01% 669
2024
Q1
$288K Sell
2,748
-249
-8% -$26.1K 0.01% 541
2023
Q4
$271K Sell
2,997
-369
-11% -$33.4K 0.01% 518
2023
Q3
$274K Buy
3,366
+160
+5% +$13K 0.01% 381
2023
Q2
$222K Hold
3,206
0.01% 425
2023
Q1
$276K Buy
+3,206
New +$276K 0.01% 405