Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$740K Sell
4,858
-531
-10% -$80.8K 0.08% 250
2025
Q1
$792K Buy
5,389
+2,268
+73% +$333K 0.09% 218
2024
Q4
$403K Buy
3,121
+384
+14% +$49.6K 0.05% 363
2024
Q3
$374K Sell
2,737
-193
-7% -$26.4K 0.04% 362
2024
Q2
$299K Sell
2,930
-1,166
-28% -$119K 0.06% 309
2024
Q1
$363K Sell
4,096
-1,181
-22% -$105K 0.07% 294
2023
Q4
$482K Sell
5,277
-1,234
-19% -$113K 0.08% 148
2023
Q3
$510K Buy
+6,511
New +$510K 0.17% 124