Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$281K Sell
2,128
-452
-18% -$59.7K 0.08% 97
2025
Q1
$376K Buy
2,580
+126
+5% +$18.3K 0.12% 79
2024
Q4
$373K Sell
2,454
-313
-11% -$47.6K 0.12% 81
2024
Q3
$474K Buy
2,767
+141
+5% +$24.2K 0.16% 67
2024
Q2
$428K Sell
2,626
-55
-2% -$8.96K 0.15% 66
2024
Q1
$455K Sell
2,681
-59
-2% -$10K 0.17% 64
2023
Q4
$474K Buy
2,740
+225
+9% +$38.9K 0.18% 66
2023
Q3
$426K Buy
+2,515
New +$426K 0.21% 57