Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$426K Sell
8,268
-287
-3% -$14.8K 0.03% 450
2025
Q1
$462K Buy
8,555
+764
+10% +$41.3K 0.04% 387
2024
Q4
$372K Sell
7,791
-4,589
-37% -$219K 0.03% 446
2024
Q3
$553K Buy
12,380
+217
+2% +$9.7K 0.06% 317
2024
Q2
$518K Sell
12,163
-47
-0.4% -$2K 0.08% 212
2024
Q1
$507K Sell
12,210
-3,702
-23% -$154K 0.08% 229
2023
Q4
$584K Buy
15,912
+15,712
+7,856% +$577K 0.08% 248
2023
Q3
$7.11K Sell
200
-10,665
-98% -$379K ﹤0.01% 427
2023
Q2
$369K Buy
10,865
+5,032
+86% +$171K 0.06% 291
2023
Q1
$201K Buy
+5,833
New +$201K 0.03% 380
2022
Q4
Sell
-200
Closed -$7.11K 405
2022
Q3
$7.11K Buy
+200
New +$7.11K ﹤0.01% 427