Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$83K Buy
1,726
+349
+25% +$16.8K 0.06% 181
2025
Q1
$66.8K Buy
1,377
+208
+18% +$10.1K 0.05% 198
2024
Q4
$57.1K Sell
1,169
-175
-13% -$8.55K 0.05% 229
2024
Q3
$83.5K Sell
1,344
-161
-11% -$10K 0.06% 179
2024
Q2
$85.9K Buy
1,505
+39
+3% +$2.23K 0.07% 169
2024
Q1
$84.6K Sell
1,466
-174
-11% -$10K 0.07% 175
2023
Q4
$112K Buy
+1,640
New +$112K 0.1% 133