Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$379K Sell
13,108
-543
-4% -$15.7K 0.23% 89
2025
Q1
$386K Buy
13,651
+130
+1% +$3.68K 0.26% 84
2024
Q4
$308K Buy
13,521
+1,434
+12% +$32.7K 0.2% 102
2024
Q3
$266K Buy
12,087
+896
+8% +$19.7K 0.18% 114
2024
Q2
$214K Sell
11,191
-3,344
-23% -$63.9K 0.16% 132
2024
Q1
$256K Buy
14,535
+1,928
+15% +$33.9K 0.19% 115
2023
Q4
$212K Buy
12,607
+1,931
+18% +$32.4K 0.18% 131
2023
Q3
$160K Buy
+10,676
New +$160K 0.17% 117