Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$263K Buy
2,511
+170
+7% +$17.8K 0.02% 596
2025
Q1
$234K Sell
2,341
-164
-7% -$16.4K 0.02% 499
2024
Q4
$274K Sell
2,505
-90
-3% -$9.84K 0.02% 426
2024
Q3
$298K Sell
2,595
-1
-0% -$115 0.03% 361
2024
Q2
$259K Hold
2,596
0.02% 383
2024
Q1
$287K Sell
2,596
-2,716
-51% -$300K 0.03% 370
2023
Q4
$570K Buy
5,312
+2,501
+89% +$268K 0.02% 377
2023
Q3
$277K Buy
+2,811
New +$277K 0.03% 287