Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$356K Sell
1,574
-1,210
-43% -$274K 0.04% 169
2025
Q1
$462K Buy
2,784
+95
+4% +$15.8K 0.06% 145
2024
Q4
$531K Buy
2,689
+402
+18% +$79.4K 0.07% 134
2024
Q3
$397K Sell
2,287
-504
-18% -$87.5K 0.05% 158
2024
Q2
$485K Buy
2,791
+500
+22% +$86.9K 0.07% 130
2024
Q1
$312K Sell
2,291
-283
-11% -$38.5K 0.05% 166
2023
Q4
$268K Buy
+2,574
New +$268K 0.04% 165