Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$530K Sell
1,152
-144
-11% -$66.3K 0.24% 72
2025
Q1
$603K Sell
1,296
-176
-12% -$82K 0.29% 64
2024
Q4
$616K Sell
1,472
-131
-8% -$54.8K 0.3% 62
2024
Q3
$764K Buy
1,603
+326
+26% +$155K 0.37% 62
2024
Q2
$560K Buy
1,277
+56
+5% +$24.6K 0.29% 68
2024
Q1
$567K Buy
1,221
+538
+79% +$250K 0.3% 71
2023
Q4
$281K Hold
683
0.16% 111
2023
Q3
$254K Hold
683
0.16% 112
2023
Q2
$267K Buy
+683
New +$267K 0.16% 110