Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$75.5K Sell
17,226
-6,268
-27% -$27.5K 0.03% 256
2025
Q1
$92.1K Buy
23,494
+1,499
+7% +$5.88K 0.06% 173
2024
Q4
$117K Buy
21,995
+698
+3% +$3.71K 0.07% 141
2024
Q3
$151K Buy
+21,297
New +$151K 0.1% 138
2024
Q2
Sell
-13,695
Closed -$21.4K 155
2024
Q1
$21.4K Buy
13,695
+1,930
+16% +$3.01K 0.02% 140
2023
Q4
$21.5K Buy
+11,765
New +$21.5K 0.02% 121