Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$559K Sell
2,329
-127
-5% -$30.5K 0.06% 315
2025
Q1
$557K Sell
2,456
-1,567
-39% -$355K 0.06% 289
2024
Q4
$827K Buy
4,023
+115
+3% +$23.6K 0.09% 231
2024
Q3
$948K Sell
3,908
-1,267
-24% -$307K 0.11% 204
2024
Q2
$1.14M Sell
5,175
-152
-3% -$33.4K 0.23% 94
2024
Q1
$1.2M Buy
5,327
+715
+16% +$161K 0.24% 93
2023
Q4
$1.01M Buy
4,612
+126
+3% +$27.7K 0.17% 71
2023
Q3
$984K Buy
+4,486
New +$984K 0.32% 69