Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$565K Buy
2,696
+636
+31% +$133K 0.11% 116
2025
Q1
$351K Sell
2,060
-28
-1% -$4.78K 0.06% 172
2024
Q4
$370K Buy
2,088
+667
+47% +$118K 0.08% 150
2024
Q3
$216K Sell
1,421
-71
-5% -$10.8K 0.05% 213
2024
Q2
$272K Buy
1,492
+111
+8% +$20.2K 0.07% 153
2024
Q1
$267K Sell
1,381
-1
-0.1% -$193 0.07% 158
2023
Q4
$360K Sell
1,382
-78
-5% -$20.3K 0.11% 109
2023
Q3
$280K Buy
1,460
+442
+43% +$84.7K 0.09% 126
2023
Q2
$215K Buy
+1,018
New +$215K 0.07% 150