Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$340K Sell
4,289
-535
-11% -$42.4K 0.21% 63
2025
Q1
$433K Hold
4,824
0.29% 52
2024
Q4
$480K Buy
4,824
+3,000
+164% +$298K 0.32% 52
2024
Q3
$207K Sell
1,824
-63
-3% -$7.15K 0.14% 102
2024
Q2
$234K Sell
1,887
-38
-2% -$4.7K 0.18% 90
2024
Q1
$254K Sell
1,925
-184
-9% -$24.3K 0.19% 80
2023
Q4
$230K Buy
+2,109
New +$230K 0.18% 87
2023
Q1
$254K Buy
+1,925
New +$254K 0.19% 80