Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$445K Buy
11,589
+145
+1% +$5.57K 0.08% 188
2025
Q1
$443K Sell
11,444
-522
-4% -$20.2K 0.09% 166
2024
Q4
$405K Buy
11,966
+2,301
+24% +$77.8K 0.08% 171
2024
Q3
$395K Buy
9,665
+105
+1% +$4.29K 0.08% 177
2024
Q2
$368K Buy
9,560
+130
+1% +$5.01K 0.08% 174
2024
Q1
$404K Hold
9,430
0.09% 165
2023
Q4
$349K Sell
9,430
-208
-2% -$7.71K 0.09% 174
2023
Q3
$349K Buy
+9,638
New +$349K 0.1% 170