Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$460K Buy
980
+73
+8% +$34.3K 0.07% 184
2025
Q1
$422K Buy
907
+384
+73% +$179K 0.07% 189
2024
Q4
$219K Sell
523
-2,943
-85% -$1.23M 0.03% 282
2024
Q3
$1.65M Buy
3,466
+212
+7% +$101K 0.25% 91
2024
Q2
$1.43M Buy
3,254
+2,988
+1,123% +$1.31M 0.25% 89
2024
Q1
$124K Buy
266
+10
+4% +$4.65K 0.02% 357
2023
Q4
$105K Sell
256
-40
-14% -$16.4K 0.02% 381
2023
Q3
$110K Buy
296
+46
+18% +$17.1K 0.03% 321
2023
Q2
$95.3K Sell
250
-12
-5% -$4.57K 0.02% 360
2023
Q1
$93.1K Buy
262
+8
+3% +$2.84K 0.02% 348
2022
Q4
$82.9K Buy
+254
New +$82.9K 0.02% 347