Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$205K Sell
2,883
-436
-13% -$31K 0.16% 118
2025
Q1
$211K Buy
3,319
+11
+0.3% +$698 0.18% 115
2024
Q4
$250K Buy
3,308
+9
+0.3% +$681 0.2% 110
2024
Q3
$292K Buy
3,299
+577
+21% +$51K 0.24% 97
2024
Q2
$205K Buy
+2,722
New +$205K 0.2% 108
2023
Q1
Sell
-2,915
Closed -$341K 114
2022
Q4
$341K Buy
+2,915
New +$341K 0.4% 71
2022
Q3
Sell
-2,147
Closed -$219K 102
2022
Q2
$219K Buy
2,147
+403
+23% +$41.1K 0.27% 96
2022
Q1
$235K Buy
+1,744
New +$235K 0.29% 86