Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$636K Sell
6,812
-283
-4% -$26.4K 0.17% 141
2025
Q1
$517K Buy
7,095
+617
+10% +$45K 0.15% 164
2024
Q4
$391K Sell
6,478
-988
-13% -$59.6K 0.11% 203
2024
Q3
$561K Sell
7,466
-2,244
-23% -$169K 0.17% 138
2024
Q2
$706K Buy
9,710
+974
+11% +$70.8K 0.23% 97
2024
Q1
$592K Buy
+8,736
New +$592K 0.21% 107
2023
Q4
Sell
-7,224
Closed -$332K 196
2023
Q3
$332K Buy
7,224
+627
+10% +$28.8K 0.4% 72
2023
Q2
$285K Buy
+6,597
New +$285K 0.12% 184