Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$343K Sell
11,835
-5,564
-32% -$161K 0.13% 97
2025
Q1
$492K Buy
17,399
+1,802
+12% +$51K 0.25% 64
2024
Q4
$355K Buy
15,597
+4,756
+44% +$108K 0.14% 74
2024
Q3
$239K Sell
10,841
-12,791
-54% -$281K 0.1% 83
2024
Q2
$452K Sell
23,632
-374
-2% -$7.15K 0.19% 60
2024
Q1
$423K Sell
24,006
-3,038
-11% -$53.5K 0.19% 62
2023
Q4
$454K Buy
+27,044
New +$454K 0.36% 51