Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$535K Sell
2,320
-183
-7% -$42.2K 0.01% 752
2025
Q1
$563K Buy
2,503
+474
+23% +$107K 0.02% 664
2024
Q4
$426K Buy
2,029
+269
+15% +$56.5K 0.01% 761
2024
Q3
$400K Buy
1,760
+407
+30% +$92.5K 0.01% 782
2024
Q2
$320K Buy
1,353
+117
+9% +$27.7K 0.01% 857
2024
Q1
$278K Buy
1,236
+120
+11% +$27K 0.01% 892
2023
Q4
$245K Buy
1,116
+154
+16% +$33.8K 0.01% 888
2023
Q3
$211K Sell
962
-47
-5% -$10.3K 0.01% 900
2023
Q2
$227K Buy
+1,009
New +$227K 0.01% 902