Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Buy
35
+1
+3% +$7.39K 0.01% 471
2025
Q1
$246K Hold
34
0.01% 480
2024
Q4
$278K Sell
34
-52
-60% -$425K 0.02% 467
2024
Q3
$844K Buy
86
+5
+6% +$49.1K 0.07% 341
2024
Q2
$615K Sell
81
-45
-36% -$341K 0.05% 366
2024
Q1
$1.02M Hold
126
0.08% 342
2023
Q4
$882K Sell
126
-185
-59% -$1.3M 0.08% 340
2023
Q3
$1.85M Buy
311
+45
+17% +$268K 0.17% 197
2023
Q2
$1.69M Sell
266
-1
-0.4% -$6.35K 0.14% 217
2023
Q1
$1.49M Buy
+267
New +$1.49M 0.13% 226