Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$396K Buy
2,345
+38
+2% +$6.42K 0.12% 108
2025
Q1
$326K Sell
2,307
-176
-7% -$24.9K 0.11% 118
2024
Q4
$393K Sell
2,483
-1,224
-33% -$194K 0.11% 115
2024
Q3
$471K Sell
3,707
-948
-20% -$120K 0.13% 108
2024
Q2
$504K Sell
4,655
-454
-9% -$49.2K 0.14% 96
2024
Q1
$467K Buy
5,109
+747
+17% +$68.3K 0.07% 210
2023
Q4
$273K Buy
+4,362
New +$273K 0.02% 547
2023
Q3
Sell
-13,252
Closed -$645K 733
2023
Q2
$645K Buy
+13,252
New +$645K 0.04% 388