Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$147K Buy
13,561
+4,739
+54% +$51.4K 0.09% 225
2025
Q1
$88.5K Buy
8,822
+1,875
+27% +$18.8K 0.06% 315
2024
Q4
$68.8K Sell
6,947
-500
-7% -$4.95K 0.04% 373
2024
Q3
$78.6K Sell
7,447
-4,014
-35% -$42.4K 0.05% 345
2024
Q2
$144K Buy
+11,461
New +$144K 0.09% 206