Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$284K Sell
4,431
-142
-3% -$9.09K 0.02% 698
2025
Q1
$237K Buy
4,573
+1,436
+46% +$74.3K 0.02% 692
2024
Q4
$166K Buy
3,137
+514
+20% +$27.2K 0.01% 783
2024
Q3
$111K Buy
2,623
+1,769
+207% +$74.7K 0.01% 928
2024
Q2
$50.2K Sell
854
-226
-21% -$13.3K 0.01% 1194
2024
Q1
$66.8K Buy
1,080
+121
+13% +$7.48K 0.01% 852
2023
Q4
$65.7K Buy
+959
New +$65.7K 0.02% 746