Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$681K Sell
7,906
-1,077
-12% -$92.8K 0.01% 728
2025
Q1
$823K Buy
8,983
+1,127
+14% +$103K 0.02% 638
2024
Q4
$662K Sell
7,856
-5,035
-39% -$425K 0.01% 711
2024
Q3
$1.36M Sell
12,891
-2,560
-17% -$270K 0.03% 491
2024
Q2
$1.34M Buy
15,451
+2,560
+20% +$221K 0.03% 493
2024
Q1
$1.36M Buy
12,891
+1,212
+10% +$128K 0.03% 491
2023
Q4
$1.39M Buy
11,679
+972
+9% +$116K 0.04% 454
2023
Q3
$1.44M Buy
+10,707
New +$1.44M 0.05% 380