Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$326K Buy
47,173
+7,283
+18% +$50.3K 0.03% 269
2025
Q1
$235K Sell
39,890
-6,765
-15% -$39.8K 0.03% 275
2024
Q4
$319K Sell
46,655
-1,037
-2% -$7.08K 0.04% 253
2024
Q3
$300K Sell
47,692
-1,532
-3% -$9.64K 0.03% 287
2024
Q2
$307K Buy
49,224
+15,972
+48% +$99.7K 0.04% 273
2024
Q1
$200K Sell
33,252
-5,403
-14% -$32.4K 0.02% 289
2023
Q4
$296K Sell
38,655
-23,442
-38% -$180K 0.03% 246
2023
Q3
$337K Buy
62,097
+19,283
+45% +$105K 0.07% 196
2023
Q2
$235K Buy
+42,814
New +$235K 0.04% 223