Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$261K Sell
26,605
-2,641
-9% -$25.9K 0.01% 766
2025
Q1
$213K Buy
29,246
+11,076
+61% +$80.5K 0.01% 877
2024
Q4
$142K Sell
18,170
-7,673
-30% -$60K 0.01% 1049
2024
Q3
$191K Sell
25,843
-1,257
-5% -$9.3K 0.01% 1060
2024
Q2
$217K Sell
27,100
-44,640
-62% -$358K 0.01% 939
2024
Q1
$835K Sell
71,740
-1,401
-2% -$16.3K 0.03% 399
2023
Q4
$817K Buy
73,141
+9,116
+14% +$102K 0.04% 371
2023
Q3
$989K Sell
64,025
-8,548
-12% -$132K 0.05% 285
2023
Q2
$1.38M Buy
72,573
+14,497
+25% +$275K 0.07% 235
2023
Q1
$884K Buy
+58,076
New +$884K 0.05% 329