Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$71K Buy
3,168
+1,925
+155% +$43.1K 0.02% 204
2025
Q1
$28.2K Buy
1,243
+130
+12% +$2.95K 0.01% 251
2024
Q4
$22.3K Sell
1,113
-1,267
-53% -$25.4K 0.01% 268
2024
Q3
$55.8K Buy
2,380
+438
+23% +$10.3K 0.03% 162
2024
Q2
$60.2K Sell
1,942
-174
-8% -$5.39K 0.04% 128
2024
Q1
$93.5K Buy
2,116
+59
+3% +$2.61K 0.07% 80
2023
Q4
$103K Buy
+2,057
New +$103K 0.09% 65
2023
Q3
Sell
-3,498
Closed -$117K 78
2023
Q2
$117K Buy
+3,498
New +$117K 0.08% 80