Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$373K Sell
4,334
-458
-10% -$39.4K 0.02% 577
2025
Q1
$400K Buy
4,792
+603
+14% +$50.4K 0.03% 498
2024
Q4
$353K Buy
4,189
+1,328
+46% +$112K 0.03% 484
2024
Q3
$250K Buy
2,861
+464
+19% +$40.6K 0.02% 530
2024
Q2
$190K Buy
2,397
+141
+6% +$11.2K 0.03% 513
2024
Q1
$211K Buy
2,256
+461
+26% +$43.1K 0.04% 374
2023
Q4
$153K Buy
+1,795
New +$153K 0.04% 389