Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$365K Buy
1,306
+133
+11% +$37.1K 0.05% 300
2025
Q1
$365K Sell
1,173
-438
-27% -$136K 0.06% 282
2024
Q4
$420K Buy
1,611
+133
+9% +$34.7K 0.07% 256
2024
Q3
$476K Sell
1,478
-60
-4% -$19.3K 0.08% 233
2024
Q2
$481K Sell
1,538
-37
-2% -$11.6K 0.09% 220
2024
Q1
$448K Buy
1,575
+75
+5% +$21.3K 0.08% 230
2023
Q4
$432K Sell
1,500
-7
-0.5% -$2.02K 0.08% 225
2023
Q3
$404K Buy
1,507
+17
+1% +$4.56K 0.08% 218
2023
Q2
$331K Buy
+1,490
New +$331K 0.06% 244