Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$600K Sell
6,874
-444
-6% -$38.8K 0.04% 417
2025
Q1
$500K Sell
7,318
-940
-11% -$64.2K 0.04% 418
2024
Q4
$642K Buy
8,258
+2,665
+48% +$207K 0.05% 301
2024
Q3
$375K Buy
5,593
+2,293
+69% +$154K 0.04% 398
2024
Q2
$374K Buy
3,300
+248
+8% +$28.1K 0.05% 335
2024
Q1
$423K Buy
3,052
+374
+14% +$51.9K 0.09% 217
2023
Q4
$325K Buy
+2,678
New +$325K 0.09% 206