Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$579K Buy
1,903
+112
+6% +$34.1K 0.11% 230
2025
Q1
$481K Sell
1,791
-559
-24% -$150K 0.1% 251
2024
Q4
$579K Buy
2,350
+2,265
+2,665% +$558K 0.11% 208
2024
Q3
$19.5K Sell
85
-2,628
-97% -$602K 0.01% 514
2024
Q2
$547K Buy
+2,713
New +$547K 0.11% 193
2023
Q4
$436K Sell
2,823
-105
-4% -$16.2K 0.11% 210
2023
Q3
$379K Buy
2,928
+801
+38% +$104K 0.11% 204
2023
Q2
$291K Sell
2,127
-1,465
-41% -$200K 0.08% 281
2023
Q1
$455K Buy
+3,592
New +$455K 0.25% 102