Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$480K Buy
6,340
+1,403
+28% +$106K 0.03% 390
2025
Q1
$370K Buy
4,937
+940
+24% +$70.5K 0.03% 369
2024
Q4
$306K Sell
3,997
-3,375
-46% -$258K 0.03% 397
2024
Q3
$575K Sell
7,372
-269
-4% -$21K 0.05% 249
2024
Q2
$546K Sell
7,641
-232
-3% -$16.6K 0.05% 248
2024
Q1
$639K Sell
7,873
-7,137
-48% -$579K 0.06% 230
2023
Q4
$1.1M Buy
15,010
+8,969
+148% +$656K 0.05% 245
2023
Q3
$399K Buy
+6,041
New +$399K 0.05% 219