Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$616K Buy
3,896
+112
+3% +$17.7K 0.18% 53
2025
Q1
$410K Buy
3,784
+1,626
+75% +$176K 0.13% 51
2024
Q4
$290K Sell
2,158
-6
-0.3% -$806 0.09% 52
2024
Q3
$263K Sell
2,164
-2,424
-53% -$294K 0.08% 59
2024
Q2
$567K Sell
4,588
-2
-0% -$247 0.17% 43
2024
Q1
$415K Sell
4,590
-1,020
-18% -$92.1K 0.12% 48
2023
Q4
$27.7K Buy
+5,610
New +$27.7K 0.01% 65