Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$707K Buy
67,193
+18,100
+37% +$190K 0.12% 80
2025
Q1
$610K Sell
49,093
-2,207
-4% -$27.4K 0.11% 85
2024
Q4
$660K Sell
51,300
-25,252
-33% -$325K 0.13% 83
2024
Q3
$1.54M Buy
76,552
+3,100
+4% +$62.2K 0.31% 64
2024
Q2
$1.29M Sell
73,452
-2,679
-4% -$47.1K 0.29% 66
2024
Q1
$1.37M Sell
76,131
-469
-0.6% -$8.41K 0.31% 65
2023
Q4
$1.47M Sell
76,600
-23,400
-23% -$450K 0.37% 62
2023
Q3
$1.52M Buy
+100,000
New +$1.52M 0.36% 69