Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$157K Buy
29,978
+436
+1% +$2.29K 0.1% 147
2025
Q1
$199K Buy
29,542
+7,349
+33% +$49.4K 0.13% 120
2024
Q4
$140K Buy
22,193
+6,238
+39% +$39.3K 0.06% 212
2024
Q3
$94.5K Buy
15,955
+3,088
+24% +$18.3K 0.04% 208
2024
Q2
$35.6K Sell
12,867
-12,325
-49% -$34.1K 0.01% 196
2024
Q1
$71K Buy
25,192
+12,011
+91% +$33.9K 0.02% 291
2023
Q4
$57.6K Sell
13,181
-5,364
-29% -$23.4K 0.02% 113
2023
Q3
$43.6K Buy
+18,545
New +$43.6K 0.02% 139