Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$545K Sell
8,473
-276
-3% -$17.8K 0.27% 40
2025
Q1
$608K Buy
8,749
+6,268
+253% +$436K 0.34% 28
2024
Q4
$180K Buy
2,481
+12
+0.5% +$871 0.08% 68
2024
Q3
$207K Buy
2,469
+41
+2% +$3.44K 0.1% 63
2024
Q2
$162K Buy
2,428
+333
+16% +$22.2K 0.08% 74
2024
Q1
$165K Buy
2,095
+63
+3% +$4.96K 0.08% 77
2023
Q4
$136K Sell
2,032
-15
-0.7% -$1K 0.07% 84
2023
Q3
$109K Buy
2,047
+1,761
+616% +$93.8K 0.07% 81
2023
Q2
$16K Buy
+286
New +$16K 0.01% 170