Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$397K Sell
1,933
-747
-28% -$153K 0.09% 79
2025
Q1
$595K Buy
2,680
+746
+39% +$166K 0.15% 57
2024
Q4
$484K Sell
1,934
-187
-9% -$46.8K 0.12% 63
2024
Q3
$494K Sell
2,121
-156
-7% -$36.3K 0.13% 58
2024
Q2
$479K Sell
2,277
-26
-1% -$5.48K 0.13% 59
2024
Q1
$395K Buy
2,303
+76
+3% +$13K 0.11% 66
2023
Q4
$429K Hold
2,227
0.12% 63
2023
Q3
$381K Buy
+2,227
New +$381K 0.12% 71