Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$314K Sell
6,505
-212
-3% -$10.2K 0.02% 528
2025
Q1
$373K Buy
6,717
+1,101
+20% +$61.1K 0.03% 367
2024
Q4
$271K Sell
5,616
-52
-0.9% -$2.51K 0.02% 431
2024
Q3
$327K Sell
5,668
-82
-1% -$4.73K 0.03% 347
2024
Q2
$279K Sell
5,750
-211
-4% -$10.2K 0.03% 368
2024
Q1
$290K Buy
+5,961
New +$290K 0.03% 369
2023
Q4
Sell
-34,305
Closed -$1.84M 497
2023
Q3
$1.84M Buy
+34,305
New +$1.84M 0.23% 67