Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$307K Buy
3,878
+61
+2% +$4.83K 0.2% 42
2025
Q1
$343K Sell
3,817
-106
-3% -$9.52K 0.24% 39
2024
Q4
$390K Hold
3,923
0.27% 35
2024
Q3
$445K Buy
3,923
+3
+0.1% +$341 0.31% 31
2024
Q2
$485K Sell
3,920
-470
-11% -$58.2K 0.37% 27
2024
Q1
$579K Sell
4,390
-163
-4% -$21.5K 0.46% 25
2023
Q4
$496K Hold
4,553
0.41% 28
2023
Q3
$468K Buy
4,553
+179
+4% +$18.4K 0.45% 29
2023
Q2
$500K Buy
+4,374
New +$500K 0.46% 28