Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$406K Buy
5,455
+858
+19% +$63.9K 0.01% 1003
2025
Q1
$312K Sell
4,597
-464
-9% -$31.5K 0.01% 1019
2024
Q4
$314K Sell
5,061
-2,372
-32% -$147K 0.01% 790
2024
Q3
$484K Buy
7,433
+938
+14% +$61.1K 0.02% 599
2024
Q2
$342K Buy
6,495
+801
+14% +$42.2K 0.02% 618
2024
Q1
$298K Buy
5,694
+2,412
+73% +$126K 0.02% 554
2023
Q4
$143K Buy
3,282
+1,779
+118% +$77.6K 0.01% 671
2023
Q3
$66.3K Buy
1,503
+139
+10% +$6.13K 0.01% 689
2023
Q2
$61K Buy
1,364
+43
+3% +$1.92K 0.01% 603
2023
Q1
$58.6K Buy
1,321
+126
+11% +$5.59K 0.02% 562
2022
Q4
$49.6K Buy
+1,195
New +$49.6K 0.02% 486