Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Buy
11,258
+244
+2% +$5.97K 0.02% 459
2025
Q1
$305K Sell
11,014
-4,196
-28% -$116K 0.02% 403
2024
Q4
$496K Sell
15,210
-686
-4% -$22.4K 0.03% 307
2024
Q3
$570K Buy
15,896
+3,547
+29% +$127K 0.04% 280
2024
Q2
$432K Buy
12,349
+1,737
+16% +$60.8K 0.03% 307
2024
Q1
$321K Buy
10,612
+558
+6% +$16.9K 0.02% 363
2023
Q4
$303K Buy
10,054
+469
+5% +$14.1K 0.02% 352
2023
Q3
$246K Sell
9,585
-294
-3% -$7.56K 0.02% 364
2023
Q2
$303K Buy
9,879
+494
+5% +$15.2K 0.03% 305
2023
Q1
$275K Buy
+9,385
New +$275K 0.03% 294