Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$75.3K Buy
+6,944
New +$75.3K 0.02% 388
2024
Q4
$68.7K Sell
6,944
-6,885
-50% -$68.2K 0.02% 389
2024
Q3
$146K Sell
13,829
-330
-2% -$3.49K 0.04% 250
2024
Q2
$178K Buy
14,159
+944
+7% +$11.8K 0.06% 213
2024
Q1
$175K Buy
+13,215
New +$175K 0.06% 217