Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Sell
2,999
-479
-14% -$41.4K 0.02% 749
2025
Q1
$181K Buy
3,478
+979
+39% +$50.9K 0.01% 814
2024
Q4
$138K Sell
2,499
-845
-25% -$46.5K 0.01% 901
2024
Q3
$224K Buy
3,344
+1,330
+66% +$89K 0.02% 567
2024
Q2
$112K Buy
2,014
+146
+8% +$8.1K 0.02% 727
2024
Q1
$95.6K Buy
1,868
+593
+47% +$30.3K 0.02% 670
2023
Q4
$52.1K Buy
+1,275
New +$52.1K 0.01% 873