Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$162K Buy
1,230
+64
+5% +$8.42K 0.01% 1056
2025
Q1
$122K Sell
1,166
-11
-0.9% -$1.15K 0.01% 1093
2024
Q4
$128K Buy
1,177
+159
+16% +$17.3K 0.01% 942
2024
Q3
$109K Buy
1,018
+298
+41% +$31.8K 0.01% 939
2024
Q2
$71.3K Buy
720
+229
+47% +$22.7K 0.01% 966
2024
Q1
$45.4K Buy
491
+121
+33% +$11.2K 0.01% 1109
2023
Q4
$26.7K Buy
+370
New +$26.7K 0.01% 1305