Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Buy
19,884
+485
+3% +$2.51K 0.01% 313
2025
Q1
$102K Buy
19,399
+3,302
+21% +$17.4K 0.02% 301
2024
Q4
$71.3K Buy
16,097
+109
+0.7% +$483 0.01% 306
2024
Q3
$69.9K Sell
15,988
-5,665
-26% -$24.8K 0.01% 294
2024
Q2
$81.8K Buy
21,653
+364
+2% +$1.38K 0.01% 293
2024
Q1
$75.4K Sell
21,289
-567
-3% -$2.01K 0.01% 299
2023
Q4
$74.7K Buy
+21,856
New +$74.7K 0.01% 271
2023
Q1
Sell
-15,624
Closed -$72K 332
2022
Q4
$72K Buy
+15,624
New +$72K 0.02% 301