Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$107K Buy
12,691
+967
+8% +$8.19K 0.02% 294
2025
Q1
$95.4K Sell
11,724
-335
-3% -$2.73K 0.02% 275
2024
Q4
$83.3K Sell
12,059
-249
-2% -$1.72K 0.01% 276
2024
Q3
$89K Sell
12,308
-3,653
-23% -$26.4K 0.02% 273
2024
Q2
$121K Buy
15,961
+5,870
+58% +$44.6K 0.02% 241
2024
Q1
$67.8K Buy
+10,091
New +$67.8K 0.01% 274