Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$301K Buy
10,428
+1,259
+14% +$36.3K 0.02% 351
2025
Q1
$249K Sell
9,169
-728
-7% -$19.8K 0.02% 371
2024
Q4
$283K Buy
9,897
+3,148
+47% +$89.9K 0.03% 308
2024
Q3
$214K Sell
6,749
-5,100
-43% -$162K 0.02% 393
2024
Q2
$382K Buy
11,849
+440
+4% +$14.2K 0.04% 217
2024
Q1
$425K Buy
+11,409
New +$425K 0.04% 189
2023
Q4
Sell
-6,117
Closed -$206K 371
2023
Q3
$206K Buy
+6,117
New +$206K 0.03% 295