Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$411K Buy
1,152
+60
+5% +$21.4K 0.06% 144
2025
Q1
$297K Sell
1,092
-364
-25% -$98.9K 0.05% 167
2024
Q4
$483K Sell
1,456
-47
-3% -$15.6K 0.09% 115
2024
Q3
$498K Sell
1,503
-3
-0.2% -$994 0.09% 109
2024
Q2
$472K Buy
1,506
+66
+5% +$20.7K 0.1% 113
2024
Q1
$450K Buy
+1,440
New +$450K 0.1% 116
2022
Q2
Sell
-1,575
Closed -$239K 145
2022
Q1
$239K Buy
+1,575
New +$239K 0.06% 135