Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$653K Sell
7,689
-64
-0.8% -$5.43K 0.07% 70
2025
Q1
$561K Buy
7,753
+88
+1% +$6.37K 0.06% 103
2024
Q4
$536K Sell
7,665
-1,420
-16% -$99.3K 0.07% 58
2024
Q3
$938K Sell
9,085
-1,950
-18% -$201K 0.12% 51
2024
Q2
$1.28M Buy
11,035
+3,592
+48% +$417K 0.18% 48
2024
Q1
$855K Buy
7,443
+4,948
+198% +$568K 0.18% 42
2023
Q4
$281K Buy
+2,495
New +$281K 0.16% 109