Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$241K Sell
16,149
-622
-4% -$9.27K 0.12% 386
2025
Q1
$243K Buy
16,771
+1,695
+11% +$24.5K 0.11% 443
2024
Q4
$374K Buy
+15,076
New +$374K 0.16% 241
2024
Q3
Sell
-4,708
Closed -$112K 941
2024
Q2
$112K Buy
4,708
+1,539
+49% +$36.7K 0.16% 266
2024
Q1
$100K Buy
3,169
+802
+34% +$25.3K 0.09% 422
2023
Q4
$69.4K Buy
+2,367
New +$69.4K 0.07% 564