Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$205K Sell
1,581
-853
-35% -$111K 0.01% 688
2025
Q1
$293K Buy
2,434
+666
+38% +$80.2K 0.02% 437
2024
Q4
$206K Sell
1,768
-128
-7% -$14.9K 0.02% 511
2024
Q3
$285K Sell
1,896
-264
-12% -$39.7K 0.03% 369
2024
Q2
$342K Buy
2,160
+53
+3% +$8.38K 0.03% 327
2024
Q1
$417K Sell
2,107
-1,731
-45% -$343K 0.04% 292
2023
Q4
$668K Buy
3,838
+2,074
+118% +$361K 0.03% 346
2023
Q3
$276K Buy
+1,764
New +$276K 0.03% 290