Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$321K Sell
6,642
-783
-11% -$37.8K 0.02% 336
2025
Q1
$412K Buy
7,425
+716
+11% +$39.7K 0.03% 248
2024
Q4
$324K Buy
6,709
+66
+1% +$3.18K 0.03% 277
2024
Q3
$383K Buy
6,643
+200
+3% +$11.5K 0.03% 241
2024
Q2
$313K Buy
6,443
+234
+4% +$11.4K 0.03% 247
2024
Q1
$302K Buy
6,209
+479
+8% +$23.3K 0.03% 259
2023
Q4
$285K Sell
5,730
-832
-13% -$41.4K 0.03% 244
2023
Q3
$352K Buy
6,562
+364
+6% +$19.5K 0.05% 190
2023
Q2
$334K Buy
6,198
+345
+6% +$18.6K 0.04% 192
2023
Q1
$319K Buy
+5,853
New +$319K 0.04% 185