Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$368K Sell
4,719
-278
-6% -$21.7K 0.29% 91
2025
Q1
$407K Buy
4,997
+327
+7% +$26.6K 0.33% 86
2024
Q4
$420K Buy
4,670
+109
+2% +$9.8K 0.34% 90
2024
Q3
$283K Buy
4,561
+201
+5% +$12.5K 0.23% 108
2024
Q2
$233K Buy
4,360
+378
+9% +$20.2K 0.2% 116
2024
Q1
$237K Sell
3,982
-338
-8% -$20.1K 0.2% 114
2023
Q4
$257K Buy
+4,320
New +$257K 0.24% 108
2023
Q2
Sell
-3,778
Closed -$219K 118
2023
Q1
$219K Buy
+3,778
New +$219K 0.22% 114
2022
Q1
Sell
-3,029
Closed -$335K 111
2021
Q4
$335K Buy
+3,029
New +$335K 0.29% 95