Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$236K Buy
6,153
+1,706
+38% +$65.5K 0.01% 807
2025
Q1
$172K Buy
4,447
+2,307
+108% +$89.4K 0.01% 858
2024
Q4
$72.4K Sell
2,140
-1,161
-35% -$39.3K 0.01% 1357
2024
Q3
$135K Sell
3,301
-105
-3% -$4.29K 0.01% 812
2024
Q2
$131K Sell
3,406
-223
-6% -$8.59K 0.02% 651
2024
Q1
$156K Buy
3,629
+874
+32% +$37.5K 0.03% 475
2023
Q4
$109K Buy
+2,755
New +$109K 0.03% 511