Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$986K Buy
4,496
+33
+0.7% +$7.24K 0.4% 67
2025
Q1
$849K Sell
4,463
-257
-5% -$48.9K 0.38% 61
2024
Q4
$1.04M Sell
4,720
-7
-0.1% -$1.54K 0.47% 58
2024
Q3
$881K Buy
4,727
+962
+26% +$179K 0.39% 63
2024
Q2
$728K Sell
3,765
-145
-4% -$28K 0.37% 63
2024
Q1
$705K Sell
3,910
-7,218
-65% -$1.3M 0.38% 65
2023
Q4
$845K Buy
11,128
+5,040
+83% +$383K 0.48% 60
2023
Q3
$774K Buy
6,088
+707
+13% +$89.9K 0.47% 62
2023
Q2
$701K Buy
+5,381
New +$701K 0.44% 64