Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$145K Buy
10,406
+159
+2% +$2.22K 0.01% 1139
2025
Q1
$176K Sell
10,247
-10,744
-51% -$185K 0.01% 838
2024
Q4
$424K Buy
20,991
+3,163
+18% +$63.8K 0.04% 408
2024
Q3
$352K Buy
17,828
+3,631
+26% +$71.8K 0.03% 414
2024
Q2
$248K Buy
14,197
+7,154
+102% +$125K 0.03% 444
2024
Q1
$118K Sell
7,043
-2,025
-22% -$33.9K 0.02% 584
2023
Q4
$153K Buy
+9,068
New +$153K 0.04% 390