Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$110K Sell
1,490
-36
-2% -$2.66K 0.01% 1371
2025
Q1
$119K Sell
1,526
-110
-7% -$8.59K 0.01% 1116
2024
Q4
$193K Buy
1,636
+590
+56% +$69.4K 0.02% 709
2024
Q3
$113K Buy
1,046
+301
+40% +$32.5K 0.01% 920
2024
Q2
$65K Buy
745
+55
+8% +$4.8K 0.01% 1022
2024
Q1
$60.8K Buy
690
+181
+36% +$15.9K 0.01% 908
2023
Q4
$35.7K Buy
+509
New +$35.7K 0.01% 1109