Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$159K Buy
3,315
+416
+14% +$20K 0.01% 1071
2025
Q1
$141K Buy
2,899
+1,301
+81% +$63.2K 0.01% 978
2024
Q4
$78K Sell
1,598
-51
-3% -$2.49K 0.01% 1301
2024
Q3
$102K Sell
1,649
-385
-19% -$23.9K 0.01% 987
2024
Q2
$116K Buy
2,034
+481
+31% +$27.5K 0.02% 701
2024
Q1
$89.6K Sell
1,553
-1,370
-47% -$79K 0.02% 703
2023
Q4
$179K Buy
+2,923
New +$179K 0.05% 340