Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$360K Buy
39,166
+3,524
+10% +$32.4K 0.02% 594
2025
Q1
$346K Sell
35,642
-4,218
-11% -$40.9K 0.03% 540
2024
Q4
$375K Sell
39,860
-5,629
-12% -$53K 0.03% 459
2024
Q3
$515K Buy
45,489
+7,230
+19% +$81.9K 0.05% 327
2024
Q2
$374K Buy
38,259
+22,946
+150% +$224K 0.05% 334
2024
Q1
$146K Buy
15,313
+3,626
+31% +$34.5K 0.03% 495
2023
Q4
$110K Buy
+11,687
New +$110K 0.03% 501