Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$140K Buy
2,789
+861
+45% +$43.2K 0.01% 1172
2025
Q1
$91K Buy
1,928
+545
+39% +$25.7K 0.01% 1344
2024
Q4
$73.1K Sell
1,383
-34
-2% -$1.8K 0.01% 1348
2024
Q3
$78.7K Buy
1,417
+176
+14% +$9.77K 0.01% 1164
2024
Q2
$73.2K Buy
1,241
+253
+26% +$14.9K 0.01% 948
2024
Q1
$67.9K Buy
988
+319
+48% +$21.9K 0.01% 838
2023
Q4
$44.5K Buy
+669
New +$44.5K 0.01% 956