Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$106K Buy
3,446
+1,569
+84% +$48.3K 0.01% 1397
2025
Q1
$65K Buy
1,877
+312
+20% +$10.8K ﹤0.01% 1602
2024
Q4
$78.3K Sell
1,565
-334
-18% -$16.7K 0.01% 1299
2024
Q3
$92K Buy
1,899
+105
+6% +$5.09K 0.01% 1061
2024
Q2
$94.4K Buy
1,794
+87
+5% +$4.58K 0.01% 811
2024
Q1
$103K Buy
1,707
+22
+1% +$1.33K 0.02% 642
2023
Q4
$110K Buy
+1,685
New +$110K 0.03% 507