Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$158K Buy
4,869
+1,493
+44% +$48.4K 0.01% 1075
2025
Q1
$104K Buy
3,376
+1,467
+77% +$45.4K 0.01% 1218
2024
Q4
$52.2K Sell
1,909
-1,166
-38% -$31.9K ﹤0.01% 1618
2024
Q3
$93.2K Buy
3,075
+633
+26% +$19.2K 0.01% 1054
2024
Q2
$75.2K Buy
2,442
+404
+20% +$12.4K 0.01% 931
2024
Q1
$64.6K Sell
2,038
-1,241
-38% -$39.4K 0.01% 867
2023
Q4
$105K Buy
+3,279
New +$105K 0.03% 529