Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$248K Sell
905
-180
-17% -$49.3K 0.15% 69
2025
Q1
$379K Sell
1,085
-444
-29% -$155K 0.29% 56
2024
Q4
$457K Buy
1,529
+311
+26% +$93K 0.37% 48
2024
Q3
$533K Buy
1,218
+116
+11% +$50.7K 0.44% 56
2024
Q2
$523K Buy
1,102
+97
+10% +$46K 0.43% 53
2024
Q1
$588K Buy
1,005
+773
+333% +$452K 0.48% 51
2023
Q4
$102K Buy
232
+43
+23% +$18.8K 0.09% 55
2023
Q3
$75.3K Buy
+189
New +$75.3K 0.07% 59