Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$786K Sell
6,453
-148
-2% -$18K 0.18% 96
2025
Q1
$602K Buy
6,601
+44
+0.7% +$4.01K 0.16% 101
2024
Q4
$756K Buy
6,557
+865
+15% +$99.7K 0.21% 95
2024
Q3
$675K Sell
5,692
-1,081
-16% -$128K 0.19% 106
2024
Q2
$934K Buy
6,773
+871
+15% +$120K 0.3% 71
2024
Q1
$673K Sell
5,902
-1,619
-22% -$185K 0.24% 108
2023
Q4
$575K Buy
7,521
+6,405
+574% +$490K 0.23% 123
2023
Q3
$76.9K Hold
1,116
0.02% 397
2023
Q2
$60.4K Buy
+1,116
New +$60.4K 0.02% 456