Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Buy
2,979
+183
+7% +$13K 0.07% 118
2025
Q1
$177K Sell
2,796
-192
-6% -$12.2K 0.06% 116
2024
Q4
$226K Buy
2,988
+171
+6% +$12.9K 0.08% 118
2024
Q3
$249K Buy
2,817
+74
+3% +$6.54K 0.1% 102
2024
Q2
$207K Sell
2,743
-22
-0.8% -$1.66K 0.12% 86
2024
Q1
$260K Sell
2,765
-241
-8% -$22.6K 0.17% 72
2023
Q4
$326K Buy
+3,006
New +$326K 0.24% 64