Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$251K Buy
1,115
+43
+4% +$9.67K 0.05% 275
2025
Q1
$223K Sell
1,072
-464
-30% -$96.7K 0.06% 257
2024
Q4
$281K Sell
1,536
-77
-5% -$14.1K 0.04% 265
2024
Q3
$332K Sell
1,613
-3,863
-71% -$796K 0.05% 216
2024
Q2
$952K Buy
5,476
+5,056
+1,204% +$879K 0.12% 148
2024
Q1
$71.5K Sell
420
-5,064
-92% -$862K 0.14% 104
2023
Q4
$827K Sell
5,484
-2,144
-28% -$323K 0.14% 130
2023
Q3
$919K Sell
7,628
-1,124
-13% -$135K 0.27% 94
2023
Q2
$1.08M Buy
+8,752
New +$1.08M 0.18% 113