Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$456K Buy
5,759
+1,544
+37% +$122K 0.05% 198
2025
Q1
$378K Buy
4,215
+671
+19% +$60.2K 0.05% 176
2024
Q4
$353K Sell
3,544
-710
-17% -$70.6K 0.05% 166
2024
Q3
$483K Buy
4,254
+656
+18% +$74.5K 0.07% 162
2024
Q2
$445K Buy
3,598
+377
+12% +$46.7K 0.07% 152
2024
Q1
$425K Sell
3,221
-25,866
-89% -$3.41M 0.08% 133
2023
Q4
$3.17M Buy
29,087
+18,645
+179% +$2.03M 0.57% 45
2023
Q3
$1.08M Sell
10,442
-134
-1% -$13.8K 0.33% 70
2023
Q2
$1.22M Buy
+10,576
New +$1.22M 0.37% 61