Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$362K Sell
17,285
-2,354
-12% -$49.3K 0.02% 351
2025
Q1
$471K Buy
19,639
+2,105
+12% +$50.5K 0.03% 315
2024
Q4
$374K Sell
17,534
-7,811
-31% -$167K 0.02% 376
2024
Q3
$586K Buy
25,345
+284
+1% +$6.57K 0.04% 280
2024
Q2
$456K Hold
25,061
0.03% 315
2024
Q1
$538K Buy
25,061
+6,218
+33% +$133K 0.04% 290
2023
Q4
$406K Sell
18,843
-12,563
-40% -$270K 0.03% 311
2023
Q3
$631K Buy
+31,406
New +$631K 0.05% 223