Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$148K Buy
6,721
+764
+13% +$16.8K 0.01% 1126
2025
Q1
$139K Buy
5,957
+824
+16% +$19.2K 0.01% 989
2024
Q4
$147K Buy
5,133
+3,152
+159% +$90.6K 0.01% 855
2024
Q3
$58.8K Sell
1,981
-570
-22% -$16.9K 0.01% 1372
2024
Q2
$86K Buy
2,551
+809
+46% +$27.3K 0.01% 861
2024
Q1
$62.9K Buy
1,742
+363
+26% +$13.1K 0.01% 886
2023
Q4
$45.7K Buy
+1,379
New +$45.7K 0.01% 943