Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$435K Buy
2,435
+300
+14% +$53.6K 0.05% 373
2025
Q1
$342K Sell
2,135
-2,566
-55% -$411K 0.04% 395
2024
Q4
$818K Buy
4,701
+751
+19% +$131K 0.09% 237
2024
Q3
$894K Sell
3,950
-704
-15% -$159K 0.11% 212
2024
Q2
$1.04M Buy
4,654
+1,172
+34% +$262K 0.21% 109
2024
Q1
$891K Buy
3,482
+1,118
+47% +$286K 0.18% 127
2023
Q4
$537K Buy
2,364
+916
+63% +$208K 0.09% 139
2023
Q3
$292K Buy
+1,448
New +$292K 0.1% 185