Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$249K Sell
908
-67
-7% -$18.4K 0.11% 228
2025
Q1
$341K Buy
975
+19
+2% +$6.64K 0.18% 156
2024
Q4
$436K Sell
956
-242
-20% -$110K 0.22% 129
2024
Q3
$524K Sell
1,198
-63
-5% -$27.5K 0.27% 107
2024
Q2
$598K Buy
1,261
+125
+11% +$59.3K 0.3% 94
2024
Q1
$665K Sell
1,136
-199
-15% -$116K 0.4% 70
2023
Q4
$585K Buy
+1,335
New +$585K 0.27% 129