Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$289K Buy
2,661
+46
+2% +$4.99K 0.02% 446
2025
Q1
$292K Sell
2,615
-491
-16% -$54.9K 0.03% 405
2024
Q4
$328K Buy
3,106
+307
+11% +$32.4K 0.02% 462
2024
Q3
$353K Sell
2,799
-81
-3% -$10.2K 0.02% 448
2024
Q2
$323K Buy
2,880
+53
+2% +$5.95K 0.1% 105
2024
Q1
$305K Buy
2,827
+941
+50% +$101K 0.02% 428
2023
Q4
$251K Sell
1,886
-1
-0.1% -$133 0.02% 479
2023
Q3
$212K Buy
1,887
+250
+15% +$28.1K 0.02% 464
2023
Q2
$201K Buy
+1,637
New +$201K 0.02% 510