Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$533K Buy
6,038
+73
+1% +$6.44K 0.04% 358
2025
Q1
$566K Sell
5,965
-165
-3% -$15.7K 0.05% 287
2024
Q4
$520K Sell
6,130
-10,847
-64% -$921K 0.05% 275
2024
Q3
$1.7M Sell
16,977
-332
-2% -$33.2K 0.15% 103
2024
Q2
$1.54M Buy
17,309
+1,030
+6% +$91.8K 0.14% 108
2024
Q1
$1.36M Sell
16,279
-5,341
-25% -$445K 0.13% 118
2023
Q4
$1.69M Sell
21,620
-2,693
-11% -$210K 0.07% 171
2023
Q3
$1.87M Buy
+24,313
New +$1.87M 0.23% 66