Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$142K Sell
1,548
-371
-19% -$34.1K 0.01% 1156
2025
Q1
$169K Buy
1,919
+413
+27% +$36.3K 0.01% 867
2024
Q4
$139K Buy
1,506
+215
+17% +$19.9K 0.01% 897
2024
Q3
$120K Buy
1,291
+665
+106% +$61.7K 0.01% 884
2024
Q2
$46.9K Sell
626
-102
-14% -$7.65K 0.01% 1237
2024
Q1
$62.8K Buy
728
+214
+42% +$18.5K 0.01% 887
2023
Q4
$36.9K Buy
+514
New +$36.9K 0.01% 1092