Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$353K Sell
5,255
-3,688
-41% -$248K 0.05% 345
2025
Q1
$697K Buy
8,943
+2,834
+46% +$221K 0.13% 233
2024
Q4
$499K Sell
6,109
-2,881
-32% -$236K 0.14% 225
2024
Q3
$696K Sell
8,990
-2,642
-23% -$204K 0.19% 173
2024
Q2
$853K Buy
11,632
+7,787
+203% +$571K 0.31% 108
2024
Q1
$335K Sell
3,845
-8,972
-70% -$782K 0.14% 170
2023
Q4
$984K Buy
+12,817
New +$984K 0.35% 90