Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$521K Sell
9,595
-1,738
-15% -$94.3K 0.06% 327
2025
Q1
$688K Sell
11,333
-684
-6% -$41.5K 0.08% 244
2024
Q4
$728K Buy
12,017
+3,187
+36% +$193K 0.08% 254
2024
Q3
$665K Buy
8,830
+3,901
+79% +$294K 0.08% 274
2024
Q2
$327K Sell
4,929
-949
-16% -$62.9K 0.07% 293
2024
Q1
$461K Buy
5,878
+2,601
+79% +$204K 0.09% 247
2023
Q4
$243K Sell
3,277
-985
-23% -$73.1K 0.04% 235
2023
Q3
$294K Buy
+4,262
New +$294K 0.1% 184