Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$289K Sell
12,742
-12,280
-49% -$279K 0.04% 673
2025
Q1
$448K Buy
25,022
+13,032
+109% +$233K 0.06% 284
2024
Q4
$214K Sell
11,990
-1,142
-9% -$20.4K 0.03% 789
2024
Q3
$157K Buy
13,132
+373
+3% +$4.45K 0.02% 866
2024
Q2
$156K Sell
12,759
-1,465
-10% -$17.9K 0.03% 756
2024
Q1
$144K Sell
14,224
-4,001
-22% -$40.5K 0.02% 789
2023
Q4
$160K Buy
+18,225
New +$160K 0.03% 709