Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$571K Buy
1,808
+657
+57% +$207K 0.06% 100
2025
Q1
$298K Sell
1,151
-74
-6% -$19.2K 0.03% 128
2024
Q4
$495K Sell
1,225
-31
-2% -$12.5K 0.05% 98
2024
Q3
$329K Sell
1,256
-55
-4% -$14.4K 0.03% 124
2024
Q2
$259K Buy
1,311
+189
+17% +$37.4K 0.03% 138
2024
Q1
$197K Buy
1,122
+96
+9% +$16.9K 0.02% 187
2023
Q4
$257K Hold
1,026
0.03% 159
2023
Q3
$257K Buy
+1,026
New +$257K 0.03% 159