Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$266K Buy
6,923
+838
+14% +$32.2K 0.01% 1241
2025
Q1
$230K Buy
6,085
+2,030
+50% +$76.9K 0.01% 1171
2024
Q4
$137K Sell
4,055
-1,530
-27% -$51.7K 0.01% 1170
2024
Q3
$228K Sell
5,585
-472
-8% -$19.3K 0.01% 941
2024
Q2
$232K Buy
6,057
+2,081
+52% +$79.9K 0.01% 780
2024
Q1
$169K Buy
3,976
+123
+3% +$5.22K 0.01% 744
2023
Q4
$143K Buy
3,853
+2,037
+112% +$75.5K 0.01% 674
2023
Q3
$65.8K Buy
1,816
+461
+34% +$16.7K 0.01% 691
2023
Q2
$48.3K Sell
1,355
-30
-2% -$1.07K 0.01% 684
2023
Q1
$49.3K Buy
1,385
+1,050
+313% +$37.4K 0.01% 603
2022
Q4
$11.8K Buy
+335
New +$11.8K ﹤0.01% 893