Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$109K Sell
1,469
-208
-12% -$15.5K 0.04% 249
2025
Q1
$114K Buy
1,677
+58
+4% +$3.93K 0.05% 229
2024
Q4
$100K Buy
1,619
+195
+14% +$12.1K 0.04% 243
2024
Q3
$92.7K Buy
1,424
+432
+44% +$28.1K 0.04% 244
2024
Q2
$53.3K Buy
992
+119
+14% +$6.39K 0.02% 289
2024
Q1
$46.1K Sell
873
-96
-10% -$5.07K 0.02% 318
2023
Q4
$42.3K Sell
969
-81
-8% -$3.53K 0.02% 376
2023
Q3
$46.3K Buy
1,050
+56
+6% +$2.47K 0.03% 301
2023
Q2
$44.4K Buy
994
+141
+17% +$6.3K 0.02% 301
2023
Q1
$37.8K Buy
+853
New +$37.8K 0.02% 318