Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$244K Buy
6,827
+35
+0.5% +$1.25K 0.2% 147
2025
Q1
$251K Buy
+6,792
New +$251K 0.2% 145
2024
Q4
Sell
-7,236
Closed -$300K 147
2024
Q3
$300K Sell
7,236
-899
-11% -$37.3K 0.3% 100
2024
Q2
$325K Sell
8,135
-1,702
-17% -$68.1K 0.34% 88
2024
Q1
$426K Buy
9,837
+1,082
+12% +$46.9K 0.46% 68
2023
Q4
$384K Buy
+8,755
New +$384K 0.48% 63