Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$460K Sell
1,561
-277
-15% -$81.6K 0.16% 89
2025
Q1
$457K Buy
1,838
+127
+7% +$31.6K 0.2% 86
2024
Q4
$376K Buy
1,711
+236
+16% +$51.9K 0.25% 97
2024
Q3
$326K Buy
1,475
+156
+12% +$34.5K 0.19% 114
2024
Q2
$228K Sell
1,319
-587
-31% -$102K 0.11% 157
2024
Q1
$364K Buy
1,906
+608
+47% +$116K 0.23% 93
2023
Q4
$212K Buy
+1,298
New +$212K 0.15% 145