Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$104K Sell
1,846
-460
-20% -$26K 0.01% 1409
2025
Q1
$126K Buy
2,306
+1,125
+95% +$61.6K 0.01% 1069
2024
Q4
$74K Buy
1,181
+206
+21% +$12.9K 0.01% 1339
2024
Q3
$60.3K Sell
975
-93
-9% -$5.75K 0.01% 1357
2024
Q2
$66.7K Buy
1,068
+276
+35% +$17.2K 0.01% 1000
2024
Q1
$57.7K Buy
792
+71
+10% +$5.17K 0.01% 944
2023
Q4
$47.9K Buy
+721
New +$47.9K 0.01% 921