Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$402K Buy
1,839
+156
+9% +$34.1K 0.14% 149
2025
Q1
$235K Sell
1,683
-296
-15% -$41.4K 0.09% 196
2024
Q4
$330K Buy
1,979
+299
+18% +$49.8K 0.12% 162
2024
Q3
$286K Sell
1,680
-211
-11% -$36K 0.11% 167
2024
Q2
$267K Sell
1,891
-254
-12% -$35.9K 0.11% 164
2024
Q1
$269K Sell
2,145
-2,751
-56% -$346K 0.1% 177
2023
Q4
$516K Buy
4,896
+1,015
+26% +$107K 0.21% 102
2023
Q3
$411K Buy
3,881
+465
+14% +$49.3K 0.19% 112
2023
Q2
$407K Buy
+3,416
New +$407K 0.17% 124