Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$277K Sell
3,899
-150
-4% -$10.7K 0.14% 321
2025
Q1
$257K Buy
4,049
+806
+25% +$51.2K 0.12% 417
2024
Q4
$245K Sell
3,243
-993
-23% -$75.1K 0.1% 490
2024
Q3
$374K Buy
+4,236
New +$374K 0.21% 156
2024
Q2
Sell
-1,697
Closed -$159K 1377
2024
Q1
$159K Buy
1,697
+1,372
+422% +$129K 0.14% 190
2023
Q4
$35.3K Buy
+325
New +$35.3K 0.03% 872