Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Sell
9,798
-2,856
-23% -$63.8K 0.02% 800
2025
Q1
$287K Buy
12,654
+12,643
+114,936% +$287K 0.02% 640
2024
Q4
$235 Sell
11
-14,047
-100% -$300K 0.02% 705
2024
Q3
$329K Sell
14,058
-1,468
-9% -$34.4K 0.03% 615
2024
Q2
$480K Sell
15,526
-1,155
-7% -$35.7K 0.04% 453
2024
Q1
$736K Buy
16,681
+418
+3% +$18.4K 0.07% 317
2023
Q4
$817K Sell
16,263
-2,688
-14% -$135K 0.08% 257
2023
Q3
$673K Buy
+18,951
New +$673K 0.07% 287