Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$304K Sell
3,480
-1,468
-30% -$128K 0.02% 540
2025
Q1
$338K Buy
4,948
+2
+0% +$137 0.03% 390
2024
Q4
$385K Buy
4,946
+1,663
+51% +$129K 0.03% 343
2024
Q3
$220K Sell
3,283
-1,605
-33% -$108K 0.02% 424
2024
Q2
$554K Buy
4,888
+112
+2% +$12.7K 0.05% 243
2024
Q1
$662K Sell
4,776
-4,322
-48% -$599K 0.06% 219
2023
Q4
$1.13M Buy
9,098
+4,950
+119% +$614K 0.05% 238
2023
Q3
$387K Buy
+4,148
New +$387K 0.05% 227