Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$357K Sell
15,642
-352
-2% -$8.04K 0.01% 924
2025
Q1
$368K Buy
15,994
+867
+6% +$20K 0.01% 830
2024
Q4
$321K Sell
15,127
-2,227
-13% -$47.2K 0.01% 865
2024
Q3
$399K Sell
17,354
-15,987
-48% -$367K 0.01% 785
2024
Q2
$627K Buy
33,341
+4,473
+15% +$84.1K 0.02% 629
2024
Q1
$619K Buy
28,868
+18,262
+172% +$392K 0.02% 622
2023
Q4
$228K Buy
10,606
+612
+6% +$13.2K 0.01% 917
2023
Q3
$201K Buy
+9,994
New +$201K 0.01% 923