Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$469K Buy
2,144
+300
+16% +$65.6K 0.22% 92
2025
Q1
$258K Sell
1,844
-409
-18% -$57.2K 0.16% 126
2024
Q4
$376K Buy
2,253
+65
+3% +$10.8K 0.24% 70
2024
Q3
$373K Buy
2,188
+78
+4% +$13.3K 0.24% 69
2024
Q2
$298K Buy
2,110
+116
+6% +$16.4K 0.21% 84
2024
Q1
$250K Sell
1,994
-98
-5% -$12.3K 0.19% 97
2023
Q4
$221K Buy
+2,092
New +$221K 0.19% 100