Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$96.9K Buy
2,216
+224
+11% +$9.79K 0.01% 1463
2025
Q1
$91.3K Sell
1,992
-558
-22% -$25.6K 0.01% 1337
2024
Q4
$149K Buy
2,550
+109
+4% +$6.36K 0.01% 853
2024
Q3
$146K Buy
2,441
+1,096
+81% +$65.4K 0.01% 771
2024
Q2
$70.9K Buy
1,345
+340
+34% +$17.9K 0.01% 969
2024
Q1
$50.3K Buy
1,005
+217
+28% +$10.9K 0.01% 1042
2023
Q4
$33.4K Buy
+788
New +$33.4K 0.01% 1163