Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Sell
995
-313
-24% -$87.4K 0.13% 103
2025
Q1
$407K Buy
1,308
+275
+27% +$85.6K 0.22% 66
2024
Q4
$269K Buy
1,033
+111
+12% +$28.9K 0.14% 80
2024
Q3
$297K Buy
922
+1
+0.1% +$322 0.16% 70
2024
Q2
$288K Buy
+921
New +$288K 0.16% 73
2023
Q4
Sell
-974
Closed -$262K 110
2023
Q3
$262K Sell
974
-370
-28% -$99.4K 0.19% 95
2023
Q2
$298K Buy
+1,344
New +$298K 0.21% 85