Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$114K Buy
12,772
+1,831
+17% +$16.3K 0.13% 302
2025
Q1
$66.1K Buy
+10,941
New +$66.1K 0.22% 153
2024
Q2
Sell
-14,195
Closed -$77.9K 682
2024
Q1
$77.9K Sell
14,195
-14,080
-50% -$77.3K 0.03% 485
2023
Q4
$162K Sell
28,275
-8,175
-22% -$46.8K 0.05% 506
2023
Q3
$221K Buy
36,450
+12,269
+51% +$74.4K 0.11% 285
2023
Q2
$156K Buy
24,181
+13,999
+137% +$90.4K 0.07% 359
2023
Q1
$83.1K Buy
+10,182
New +$83.1K 0.06% 299