Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$235K Buy
53,706
+429
+0.8% +$1.88K 0.01% 957
2025
Q1
$209K Sell
53,277
-1,839
-3% -$7.21K 0.01% 951
2024
Q4
$293K Buy
55,116
+682
+1% +$3.62K 0.01% 730
2024
Q3
$386K Sell
54,434
-661
-1% -$4.69K 0.02% 564
2024
Q2
$60.6K Buy
55,095
+16,675
+43% +$18.3K ﹤0.01% 784
2024
Q1
$59.9K Sell
38,420
-21,417
-36% -$33.4K 0.01% 723
2023
Q4
$110K Buy
59,837
+33,852
+130% +$61.9K 0.02% 579
2023
Q3
$36.9K Sell
25,985
-4,775
-16% -$6.78K 0.01% 346
2023
Q2
$69.5K Buy
+30,760
New +$69.5K 0.03% 273