Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$139K Buy
10,095
+2,623
+35% +$36K 0.01% 1180
2025
Q1
$93K Sell
7,472
-1,421
-16% -$17.7K 0.01% 1323
2024
Q4
$118K Buy
8,893
+4,022
+83% +$53.5K 0.01% 982
2024
Q3
$54.7K Buy
4,871
+1,401
+40% +$15.7K 0.01% 1430
2024
Q2
$46.6K Buy
3,470
+760
+28% +$10.2K 0.01% 1248
2024
Q1
$29.7K Sell
2,710
-857
-24% -$9.38K 0.01% 1378
2023
Q4
$54.6K Buy
+3,567
New +$54.6K 0.01% 844