Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$142K Sell
4,751
-1,393
-23% -$41.7K 0.01% 1154
2025
Q1
$208K Buy
6,144
+2,596
+73% +$87.7K 0.02% 747
2024
Q4
$105K Buy
3,548
+312
+10% +$9.22K 0.01% 1082
2024
Q3
$102K Buy
3,236
+139
+4% +$4.36K 0.01% 992
2024
Q2
$112K Buy
3,097
+342
+12% +$12.3K 0.02% 726
2024
Q1
$104K Buy
2,755
+586
+27% +$22.1K 0.02% 636
2023
Q4
$76.1K Buy
+2,169
New +$76.1K 0.02% 673