Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$515K Buy
48,955
+119
+0.2% +$1.25K 0.22% 160
2025
Q1
$607K Sell
48,836
-8,266
-14% -$103K 0.28% 88
2024
Q4
$735K Buy
57,102
+11,331
+25% +$146K 0.23% 114
2024
Q3
$918K Sell
45,771
-14,634
-24% -$294K 0.21% 100
2024
Q2
$1.06M Buy
60,405
+22,986
+61% +$404K 0.19% 163
2024
Q1
$671K Buy
+37,419
New +$671K 0.13% 265
2023
Q3
Sell
-16,498
Closed -$342K 500
2023
Q2
$342K Buy
+16,498
New +$342K 0.18% 238