Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$175K Sell
16,115
-30,678
-66% -$333K 0.14% 173
2025
Q1
$469K Buy
46,793
+25,259
+117% +$253K 0.37% 86
2024
Q4
$214K Sell
21,534
-14,836
-41% -$147K 0.26% 128
2024
Q3
$387K Sell
36,370
-2,701
-7% -$28.7K 0.39% 79
2024
Q2
$493K Buy
39,071
+99
+0.3% +$1.25K 0.51% 63
2024
Q1
$518K Buy
38,972
+2,860
+8% +$38K 0.55% 56
2023
Q4
$440K Buy
+36,112
New +$440K 0.55% 55