Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$266K Buy
2,627
+1,266
+93% +$128K 0.02% 733
2025
Q1
$145K Buy
1,361
+513
+60% +$54.5K 0.01% 964
2024
Q4
$92.9K Sell
848
-257
-23% -$28.1K 0.01% 1169
2024
Q3
$160K Buy
1,105
+37
+3% +$5.36K 0.02% 724
2024
Q2
$156K Buy
1,068
+356
+50% +$52K 0.02% 582
2024
Q1
$102K Sell
712
-58
-8% -$8.34K 0.02% 645
2023
Q4
$78.2K Buy
+770
New +$78.2K 0.02% 657