Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$330K Sell
4,170
-1,155
-22% -$91.4K 0.2% 107
2025
Q1
$478K Sell
5,325
-534
-9% -$47.9K 0.32% 59
2024
Q4
$583K Buy
5,859
+951
+19% +$94.6K 0.37% 49
2024
Q3
$557K Buy
4,908
+165
+3% +$18.7K 0.37% 53
2024
Q2
$587K Buy
4,743
+105
+2% +$13K 0.43% 45
2024
Q1
$612K Buy
4,638
+43
+0.9% +$5.67K 0.46% 43
2023
Q4
$501K Buy
4,595
+179
+4% +$19.5K 0.43% 52
2023
Q3
$455K Sell
4,416
-171
-4% -$17.6K 0.48% 49
2023
Q2
$529K Buy
+4,587
New +$529K 0.62% 39