Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$478K Sell
3,844
-108
-3% -$13.4K 0.07% 173
2025
Q1
$387K Buy
3,952
+111
+3% +$10.9K 0.07% 184
2024
Q4
$415K Buy
+3,841
New +$415K 0.07% 176
2024
Q3
Sell
-3,732
Closed -$212K 239
2024
Q2
$212K Buy
3,732
+414
+12% +$23.5K 0.04% 205
2024
Q1
$203K Buy
3,318
+432
+15% +$26.4K 0.05% 203
2023
Q4
$219K Buy
2,886
+152
+6% +$11.5K 0.06% 187
2023
Q3
$160K Buy
+2,734
New +$160K 0.05% 204