Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$821K Sell
7,115
-333
-4% -$38.4K 0.05% 248
2025
Q1
$711K Buy
7,448
+722
+11% +$68.9K 0.06% 246
2024
Q4
$715K Buy
6,726
+232
+4% +$24.7K 0.06% 209
2024
Q3
$520K Buy
6,494
+917
+16% +$73.5K 0.05% 267
2024
Q2
$368K Sell
5,577
-677
-11% -$44.7K 0.03% 312
2024
Q1
$483K Sell
6,254
-29,984
-83% -$2.31M 0.05% 274
2023
Q4
$2.82M Buy
36,238
+30,430
+524% +$2.37M 0.12% 113
2023
Q3
$317K Buy
+5,808
New +$317K 0.04% 262