Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$318K Buy
10,395
+1,271
+14% +$38.9K 0.01% 644
2025
Q1
$308K Sell
9,124
-832
-8% -$28.1K 0.01% 641
2024
Q4
$325K Buy
9,956
+1,902
+24% +$62K 0.01% 629
2024
Q3
$263K Sell
8,054
-1,756
-18% -$57.3K ﹤0.01% 668
2024
Q2
$266K Buy
9,810
+4,926
+101% +$134K ﹤0.01% 722
2024
Q1
$143K Buy
4,884
+2,038
+72% +$59.8K ﹤0.01% 757
2023
Q4
$78.9K Sell
2,846
-20
-0.7% -$554 ﹤0.01% 762
2023
Q3
$64.6K Buy
2,866
+183
+7% +$4.13K ﹤0.01% 747
2023
Q2
$59.2K Sell
2,683
-1,324
-33% -$29.2K ﹤0.01% 779
2023
Q1
$78.7K Buy
+4,007
New +$78.7K ﹤0.01% 788