Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$394K Sell
17,594
-475
-3% -$10.6K 0.03% 194
2025
Q1
$410K Buy
18,069
+3,071
+20% +$69.7K 0.04% 184
2024
Q4
$301K Sell
14,998
-9,090
-38% -$182K 0.03% 203
2024
Q3
$603K Buy
24,088
+7,595
+46% +$190K 0.06% 132
2024
Q2
$511K Buy
16,493
+6,713
+69% +$208K 0.06% 109
2024
Q1
$432K Buy
+9,780
New +$432K 0.11% 82