Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$133K Sell
24,454
-7,162
-23% -$38.9K 0.06% 434
2025
Q1
$164K Buy
31,616
+3,986
+14% +$20.7K 0.08% 454
2024
Q4
$178K Sell
27,630
-21,658
-44% -$140K 0.06% 608
2024
Q3
$302K Buy
49,288
+19,135
+63% +$117K 0.07% 566
2024
Q2
$181K Buy
30,153
+5,871
+24% +$35.3K 0.03% 782
2024
Q1
$173K Buy
24,282
+10,855
+81% +$77.5K 0.03% 754
2023
Q4
$106K Buy
+13,427
New +$106K 0.05% 397