Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$451K Buy
6,057
+798
+15% +$59.5K 0.03% 430
2025
Q1
$331K Sell
5,259
-16,815
-76% -$1.06M 0.02% 555
2024
Q4
$1.26M Sell
22,074
-439
-2% -$25K 0.07% 226
2024
Q3
$1.32M Sell
22,513
-572
-2% -$33.6K 0.08% 229
2024
Q2
$1.25M Buy
23,085
+17,874
+343% +$964K 0.08% 233
2024
Q1
$301K Buy
5,211
+280
+6% +$16.1K 0.02% 579
2023
Q4
$236K Buy
4,931
+23
+0.5% +$1.1K 0.02% 608
2023
Q3
$251K Buy
+4,908
New +$251K 0.02% 553