Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$681K Buy
2,143
+228
+12% +$72.4K 0.41% 57
2025
Q1
$496K Sell
1,915
-300
-14% -$77.7K 0.38% 59
2024
Q4
$895K Buy
2,215
+50
+2% +$20.2K 0.6% 41
2024
Q3
$566K Buy
2,165
+200
+10% +$52.3K 0.41% 58
2024
Q2
$389K Sell
1,965
-2,490
-56% -$493K 0.23% 66
2024
Q1
$783K Sell
4,455
-2,665
-37% -$468K 0.61% 48
2023
Q4
$1.77M Buy
+7,120
New +$1.77M 1.7% 13