Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$384K Hold
42,495
0.02% 349
2025
Q1
$273K Sell
42,495
-10,320
-20% -$66.3K 0.02% 403
2024
Q4
$502K Hold
52,815
0.04% 283
2024
Q3
$432K Buy
52,815
+5,170
+11% +$42.3K 0.03% 380
2024
Q2
$645K Buy
47,645
+4,543
+11% +$61.5K 0.05% 218
2024
Q1
$302K Buy
43,102
+5,630
+15% +$39.5K 0.03% 345
2023
Q4
$411K Buy
37,472
+7,397
+25% +$81K 0.04% 270
2023
Q3
$330K Buy
30,075
+3,564
+13% +$39.1K 0.04% 290
2023
Q2
$418K Buy
+26,511
New +$418K 0.05% 249