Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$261K Buy
3,447
+392
+13% +$29.7K 0.13% 166
2025
Q1
$229K Sell
3,055
-1
-0% -$75 0.13% 170
2024
Q4
$234K Sell
3,056
-385
-11% -$29.4K 0.13% 162
2024
Q3
$269K Buy
3,441
+1
+0% +$78 0.15% 145
2024
Q2
$246K Buy
3,440
+247
+8% +$17.6K 0.15% 145
2024
Q1
$259K Buy
+3,193
New +$259K 0.16% 130
2023
Q3
Sell
-2,702
Closed -$200K 182
2023
Q2
$200K Buy
+2,702
New +$200K 0.14% 168