Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$371K Sell
7,267
-345
-5% -$17.6K 0.08% 218
2025
Q1
$410K Buy
7,612
+5,978
+366% +$322K 0.1% 165
2024
Q4
$78.3K Buy
1,634
+130
+9% +$6.23K 0.01% 471
2024
Q3
$67K Sell
1,504
-5,366
-78% -$239K 0.01% 461
2024
Q2
$295K Buy
6,870
+1,025
+18% +$44K 0.04% 331
2024
Q1
$242K Buy
+5,845
New +$242K 0.46% 38
2023
Q4
Sell
-5,106
Closed -$182K 1264
2023
Q3
$182K Buy
5,106
+25
+0.5% +$889 0.05% 296
2023
Q2
$172K Buy
+5,081
New +$172K 0.03% 401