Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$129K Sell
4,315
-2,388
-36% -$71.4K 0.08% 407
2025
Q1
$147K Buy
6,703
+856
+15% +$18.8K 0.1% 257
2024
Q4
$129K Sell
5,847
-632
-10% -$13.9K 0.08% 360
2024
Q3
$159K Buy
6,479
+612
+10% +$15K 0.1% 270
2024
Q2
$123K Buy
5,867
+5,050
+618% +$106K 0.08% 372
2024
Q1
$15K Sell
817
-3
-0.4% -$55 0.01% 1309
2023
Q4
$13K Buy
820
+5
+0.6% +$79 0.01% 1373
2023
Q3
$14K Buy
+815
New +$14K 0.01% 1255