Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$209K Buy
1,541
+173
+13% +$23.4K 0.04% 314
2025
Q1
$205K Sell
1,368
-1,044
-43% -$156K 0.05% 277
2024
Q4
$367K Sell
2,412
-82
-3% -$12.5K 0.05% 226
2024
Q3
$425K Sell
2,494
-7,348
-75% -$1.25M 0.07% 186
2024
Q2
$1.61M Buy
9,842
+9,071
+1,177% +$1.48M 0.2% 102
2024
Q1
$134K Sell
771
-9,209
-92% -$1.6M 0.25% 60
2023
Q4
$1.7M Buy
9,980
+1,715
+21% +$292K 0.28% 71
2023
Q3
$1.4M Sell
8,265
-2,193
-21% -$372K 0.41% 46
2023
Q2
$1.94M Buy
+10,458
New +$1.94M 0.31% 62