Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$397K Sell
4,851
-961
-17% -$78.7K 0.03% 470
2025
Q1
$567K Buy
5,812
+114
+2% +$11.1K 0.03% 396
2024
Q4
$510K Sell
5,698
-56
-1% -$5.01K 0.03% 424
2024
Q3
$632K Sell
5,754
-2,439
-30% -$268K 0.04% 365
2024
Q2
$658K Sell
8,193
-171
-2% -$13.7K 0.04% 353
2024
Q1
$521K Buy
8,364
+4,509
+117% +$281K 0.03% 428
2023
Q4
$239K Sell
3,855
-569
-13% -$35.3K 0.02% 605
2023
Q3
$307K Sell
4,424
-4,848
-52% -$337K 0.03% 499
2023
Q2
$778K Buy
+9,272
New +$778K 0.07% 252