Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$246K Buy
29,760
+13,247
+80% +$109K 0.03% 767
2025
Q1
$108K Sell
16,513
-22,793
-58% -$150K 0.01% 1142
2024
Q4
$272K Buy
39,306
+14,809
+60% +$103K 0.03% 622
2024
Q3
$225K Buy
24,497
+2,768
+13% +$25.5K 0.03% 621
2024
Q2
$195K Sell
21,729
-9,365
-30% -$84K 0.03% 577
2024
Q1
$226K Buy
31,094
+2,668
+9% +$19.4K 0.04% 518
2023
Q4
$203K Buy
28,426
+5,865
+26% +$41.9K 0.04% 539
2023
Q3
$139K Buy
22,561
+3,198
+17% +$19.7K 0.03% 683
2023
Q2
$117K Sell
19,363
-10,493
-35% -$63.4K 0.03% 727
2023
Q1
$185K Buy
29,856
+16,174
+118% +$100K 0.06% 383
2022
Q4
$62.1K Buy
+13,682
New +$62.1K 0.02% 978