Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$391K Buy
5,511
+989
+22% +$70.3K 0.01% 962
2025
Q1
$342K Buy
4,522
+100
+2% +$7.57K 0.01% 922
2024
Q4
$335K Sell
4,422
-1,524
-26% -$115K 0.01% 921
2024
Q3
$526K Sell
5,946
-254
-4% -$22.5K 0.01% 742
2024
Q2
$467K Sell
6,200
-619
-9% -$46.7K 0.01% 724
2024
Q1
$641K Sell
6,819
-1,344
-16% -$126K 0.02% 575
2023
Q4
$886K Buy
+8,163
New +$886K 0.03% 447