Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$663K Sell
495
-826
-63% -$1.11M 0.56% 44
2025
Q1
$1.23M Sell
1,321
-9
-0.7% -$8.39K 0.58% 48
2024
Q4
$1.19M Buy
1,330
+75
+6% +$66.8K 0.55% 47
2024
Q3
$890K Buy
1,255
+47
+4% +$33.3K 0.59% 52
2024
Q2
$815K Buy
1,208
+245
+25% +$165K 0.57% 54
2024
Q1
$585K Hold
963
0.42% 58
2023
Q4
$469K Buy
+963
New +$469K 0.39% 57