Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$522K Sell
24,954
-6,687
-21% -$140K 0.02% 456
2025
Q1
$759K Buy
31,641
+7,037
+29% +$169K 0.03% 358
2024
Q4
$525K Sell
24,604
-5,424
-18% -$116K 0.02% 490
2024
Q3
$695K Buy
30,028
+7,955
+36% +$184K 0.03% 418
2024
Q2
$401K Buy
22,073
+1,987
+10% +$36.1K 0.01% 571
2024
Q1
$431K Sell
20,086
-3,585
-15% -$76.9K 0.02% 645
2023
Q4
$510K Buy
23,671
+3,382
+17% +$72.8K 0.02% 510
2023
Q3
$407K Buy
+20,289
New +$407K 0.02% 525