Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Sell
375
-66
-15% -$18.1K 0.01% 1418
2025
Q1
$154K Buy
441
+74
+20% +$25.9K 0.01% 920
2024
Q4
$167K Buy
367
+219
+148% +$99.8K 0.01% 778
2024
Q3
$64.7K Buy
148
+9
+6% +$3.94K 0.01% 1306
2024
Q2
$65.9K Buy
139
+50
+56% +$23.7K 0.01% 1011
2024
Q1
$52.1K Sell
89
-6
-6% -$3.51K 0.01% 1023
2023
Q4
$42.8K Buy
+95
New +$42.8K 0.01% 991