Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$350K Buy
16,704
+597
+4% +$12.5K 0.08% 197
2025
Q1
$386K Sell
16,107
-1,302
-7% -$31.2K 0.09% 181
2024
Q4
$372K Buy
17,409
+665
+4% +$14.2K 0.09% 180
2024
Q3
$387K Sell
16,744
-2,206
-12% -$51K 0.1% 183
2024
Q2
$345K Buy
18,950
+1,156
+6% +$21K 0.09% 174
2024
Q1
$383K Hold
17,794
0.11% 160
2023
Q4
$383K Buy
17,794
+2,335
+15% +$50.2K 0.11% 159
2023
Q3
$310K Buy
+15,459
New +$310K 0.1% 162