Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$260K Sell
3,248
-1,907
-37% -$153K 0.03% 133
2025
Q1
$465K Buy
5,155
+1,922
+59% +$173K 0.06% 97
2024
Q4
$324K Sell
3,233
-207
-6% -$20.8K 0.04% 119
2024
Q3
$393K Buy
3,440
+157
+5% +$17.9K 0.05% 103
2024
Q2
$409K Buy
3,283
+996
+44% +$124K 0.06% 96
2024
Q1
$304K Sell
2,287
-2,229
-49% -$296K 0.06% 102
2023
Q4
$496K Buy
4,516
+1,556
+53% +$171K 0.09% 75
2023
Q3
$307K Buy
+2,960
New +$307K 0.02% 90