Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$299K Sell
2,310
-588
-20% -$76.2K 0.02% 433
2025
Q1
$349K Buy
2,898
+556
+24% +$66.9K 0.02% 377
2024
Q4
$273K Sell
2,342
-100
-4% -$11.7K 0.02% 422
2024
Q3
$367K Sell
2,442
-256
-9% -$38.5K 0.02% 371
2024
Q2
$427K Buy
2,698
+56
+2% +$8.85K 0.03% 312
2024
Q1
$523K Buy
2,642
+90
+4% +$17.8K 0.04% 272
2023
Q4
$444K Buy
2,552
+404
+19% +$70.3K 0.04% 278
2023
Q3
$336K Buy
2,148
+111
+5% +$17.4K 0.03% 306
2023
Q2
$334K Sell
2,037
-37
-2% -$6.07K 0.03% 285
2023
Q1
$320K Buy
+2,074
New +$320K 0.03% 272