Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Buy
2,516
+59
+2% +$6.26K 0.06% 269
2025
Q1
$277K Sell
2,457
-115
-4% -$13K 0.07% 222
2024
Q4
$266K Sell
2,572
-100
-4% -$10.4K 0.04% 274
2024
Q3
$299K Sell
2,672
-7,903
-75% -$885K 0.05% 232
2024
Q2
$942K Buy
10,575
+9,805
+1,273% +$874K 0.12% 150
2024
Q1
$65.7K Sell
770
-4,283
-85% -$365K 0.12% 111
2023
Q4
$417K Sell
5,053
-1,307
-21% -$108K 0.07% 192
2023
Q3
$488K Sell
6,360
-2,419
-28% -$186K 0.14% 164
2023
Q2
$614K Sell
8,779
-6,465
-42% -$452K 0.1% 186
2023
Q1
$984K Buy
+15,244
New +$984K 0.24% 76