Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$185K Sell
3,861
-4,909
-56% -$235K 0.02% 494
2025
Q1
$437K Sell
8,770
-4,869
-36% -$243K 0.05% 312
2024
Q4
$790K Buy
13,639
+7,539
+124% +$437K 0.08% 252
2024
Q3
$397K Sell
6,100
-797
-12% -$51.9K 0.05% 384
2024
Q2
$442K Buy
6,897
+1,012
+17% +$64.9K 0.05% 302
2024
Q1
$375K Buy
5,885
+4,715
+403% +$300K 0.09% 247
2023
Q4
$64.8K Buy
+1,170
New +$64.8K 0.02% 478
2023
Q3
Sell
-317
Closed -$20.6K 1068
2023
Q2
$20.6K Buy
+317
New +$20.6K 0.01% 562