Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Sell
17,460
-23,156
-57% -$297K 0.09% 122
2025
Q1
$418K Buy
40,616
+8,286
+26% +$85.3K 0.18% 93
2024
Q4
$411K Buy
32,330
+5,649
+21% +$71.8K 0.19% 93
2024
Q3
$342K Buy
26,681
+1,118
+4% +$14.3K 0.16% 95
2024
Q2
$324K Buy
25,563
+1,999
+8% +$25.3K 0.17% 91
2024
Q1
$534K Buy
23,564
+11,564
+96% +$262K 0.31% 66
2023
Q4
$298K Buy
+12,000
New +$298K 0.19% 91