Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$386K Buy
10,051
+16
+0.2% +$614 0.02% 614
2025
Q1
$389K Sell
10,035
-411
-4% -$15.9K 0.02% 596
2024
Q4
$353K Sell
10,446
-6,129
-37% -$207K 0.02% 637
2024
Q3
$678K Buy
16,575
+1,302
+9% +$53.2K 0.04% 390
2024
Q2
$588K Buy
15,273
+515
+3% +$19.8K 0.04% 399
2024
Q1
$633K Buy
14,758
+6,164
+72% +$264K 0.04% 449
2023
Q4
$318K Sell
8,594
-9,654
-53% -$358K 0.06% 337
2023
Q3
$662K Sell
18,248
-2,599
-12% -$94.2K 0.12% 184
2023
Q2
$743K Buy
20,847
+1,077
+5% +$38.4K 0.13% 170
2023
Q1
$703K Buy
+19,770
New +$703K 0.14% 155