Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$335K Buy
4,199
+1,044
+33% +$83.3K 0.02% 630
2025
Q1
$254K Sell
3,155
-1,042
-25% -$83.9K 0.02% 662
2024
Q4
$401K Buy
4,197
+1,345
+47% +$129K 0.03% 433
2024
Q3
$288K Buy
2,852
+1,312
+85% +$132K 0.03% 480
2024
Q2
$139K Buy
1,540
+19
+1% +$1.71K 0.02% 624
2024
Q1
$165K Sell
1,521
-87
-5% -$9.46K 0.03% 457
2023
Q4
$198K Buy
+1,608
New +$198K 0.05% 307