Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$238K Buy
7,586
+2,157
+40% +$67.6K 0.01% 1041
2025
Q1
$207K Sell
5,429
-2,961
-35% -$113K 0.01% 1012
2024
Q4
$368K Buy
8,390
+1,538
+22% +$67.5K 0.01% 751
2024
Q3
$295K Buy
6,852
+295
+4% +$12.7K 0.01% 762
2024
Q2
$296K Buy
6,557
+418
+7% +$18.9K 0.01% 773
2024
Q1
$383K Sell
6,139
-2,669
-30% -$167K 0.02% 631
2023
Q4
$493K Buy
8,808
+742
+9% +$41.6K 0.03% 533
2023
Q3
$425K Buy
+8,066
New +$425K 0.03% 492