Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$95.7K Buy
9,095
+1,805
+25% +$19K 0.01% 1474
2025
Q1
$90.5K Sell
7,290
-6,849
-48% -$85.1K 0.01% 1348
2024
Q4
$182K Sell
14,139
-11,523
-45% -$148K 0.02% 740
2024
Q3
$515K Buy
25,662
+1,287
+5% +$25.8K 0.05% 328
2024
Q2
$428K Buy
24,375
+7,691
+46% +$135K 0.06% 294
2024
Q1
$299K Buy
16,684
+6,390
+62% +$115K 0.06% 299
2023
Q4
$172K Buy
+10,294
New +$172K 0.05% 352