Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$483K Sell
3,730
-550
-13% -$71.2K 0.48% 50
2025
Q1
$608K Buy
4,280
+2,271
+113% +$323K 0.39% 59
2024
Q4
$234K Buy
2,009
+609
+44% +$70.9K 0.15% 142
2024
Q3
$210K Sell
1,400
-609
-30% -$91.4K 0.14% 144
2024
Q2
$318K Hold
2,009
0.23% 110
2024
Q1
$398K Buy
+2,009
New +$398K 0.3% 83