Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$449K Sell
1,414
-134
-9% -$42.6K 0.19% 65
2025
Q1
$401K Buy
1,548
+150
+11% +$38.9K 0.16% 78
2024
Q4
$565K Sell
1,398
-37
-3% -$14.9K 0.22% 59
2024
Q3
$375K Sell
1,435
-131
-8% -$34.3K 0.12% 74
2024
Q2
$310K Sell
1,566
-270
-15% -$53.4K 0.11% 82
2024
Q1
$323K Buy
1,836
+147
+9% +$25.8K 0.13% 79
2023
Q4
$420K Buy
1,689
+110
+7% +$27.3K 0.17% 67
2023
Q3
$395K Hold
1,579
0.17% 64
2023
Q2
$413K Buy
1,579
+1,196
+312% +$313K 0.17% 65
2023
Q1
$79.5K Sell
383
-961
-72% -$199K 0.09% 79
2022
Q4
$166K Buy
+1,344
New +$166K 0.07% 101