Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$279K Buy
1,023
+188
+23% +$51.3K 0.06% 259
2025
Q1
$212K Sell
835
-38
-4% -$9.66K 0.05% 268
2024
Q4
$205K Sell
873
-24
-3% -$5.62K 0.03% 317
2024
Q3
$229K Sell
897
-2,661
-75% -$679K 0.04% 264
2024
Q2
$838K Buy
3,558
+3,225
+968% +$760K 0.1% 167
2024
Q1
$76K Sell
333
-2,469
-88% -$564K 0.14% 95
2023
Q4
$556K Sell
2,802
-86
-3% -$17.1K 0.09% 168
2023
Q3
$489K Buy
2,888
+108
+4% +$18.3K 0.14% 162
2023
Q2
$518K Buy
+2,780
New +$518K 0.08% 207