Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$205K Sell
8,266
-218
-3% -$5.39K 0.02% 246
2025
Q1
$237K Buy
8,484
+284
+3% +$7.95K 0.03% 181
2024
Q4
$270K Buy
8,200
+64
+0.8% +$2.11K 0.03% 159
2024
Q3
$294K Buy
8,136
+140
+2% +$5.06K 0.03% 148
2024
Q2
$282K Buy
7,996
+815
+11% +$28.8K 0.04% 124
2024
Q1
$219K Buy
7,181
+346
+5% +$10.6K 0.04% 138
2023
Q4
$206K Buy
+6,835
New +$206K 0.04% 116
2023
Q3
Sell
-6,500
Closed -$201K 170
2023
Q2
$201K Sell
6,500
-4,502
-41% -$139K 0.07% 92
2023
Q1
$326K Sell
11,002
-111
-1% -$3.29K 0.11% 58
2022
Q4
$301K Buy
+11,113
New +$301K 0.15% 71