Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$347K Buy
7,940
+1,056
+15% +$46.2K 0.04% 421
2025
Q1
$315K Sell
6,884
-10,577
-61% -$485K 0.04% 409
2024
Q4
$1.02M Buy
17,461
+931
+6% +$54.3K 0.12% 185
2024
Q3
$986K Sell
16,530
-94
-0.6% -$5.61K 0.12% 200
2024
Q2
$877K Buy
16,624
+3,646
+28% +$192K 0.18% 128
2024
Q1
$650K Buy
12,978
+3,838
+42% +$192K 0.13% 173
2023
Q4
$415K Buy
9,140
+3,691
+68% +$168K 0.07% 159
2023
Q3
$274K Buy
+5,449
New +$274K 0.09% 197