Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$851K Sell
3,759
-399
-10% -$90.4K 0.13% 95
2025
Q1
$690K Sell
4,158
-790
-16% -$131K 0.14% 90
2024
Q4
$977K Sell
4,948
-189
-4% -$37.3K 0.23% 69
2024
Q3
$892K Buy
5,137
+141
+3% +$24.5K 0.21% 77
2024
Q2
$868K Buy
4,996
+4,982
+35,586% +$866K 0.22% 68
2024
Q1
$2.07K Sell
14
-452
-97% -$66.8K ﹤0.01% 361
2023
Q4
$48.5K Buy
466
+14
+3% +$1.46K 0.01% 177
2023
Q3
$39.3K Hold
452
0.02% 170
2023
Q2
$45.6K Buy
+452
New +$45.6K 0.02% 156