Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$112K Buy
1,845
+317
+21% +$19.3K 0.09% 137
2025
Q1
$87.8K Sell
1,528
-99
-6% -$5.69K 0.07% 156
2024
Q4
$80.5K Hold
1,627
0.07% 173
2024
Q3
$73.5K Sell
1,627
-26
-2% -$1.18K 0.06% 194
2024
Q2
$71.9K Buy
1,653
+90
+6% +$3.92K 0.06% 190
2024
Q1
$61.5K Sell
1,563
-841
-35% -$33.1K 0.05% 207
2023
Q4
$97.5K Buy
+2,404
New +$97.5K 0.09% 155