Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$875K Buy
9,380
+1,132
+14% +$106K 0.12% 126
2025
Q1
$601K Sell
8,248
-91
-1% -$6.63K 0.09% 140
2024
Q4
$503K Sell
8,339
-270
-3% -$16.3K 0.07% 156
2024
Q3
$647K Sell
8,609
-304
-3% -$22.8K 0.1% 138
2024
Q2
$648K Buy
8,913
+187
+2% +$13.6K 0.11% 127
2024
Q1
$603K Sell
8,726
-458
-5% -$31.6K 0.11% 131
2023
Q4
$565K Buy
9,184
+495
+6% +$30.5K 0.11% 119
2023
Q3
$400K Buy
8,689
+245
+3% +$11.3K 0.09% 149
2023
Q2
$365K Buy
+8,444
New +$365K 0.09% 156