Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$80K Buy
636
+9
+1% +$1.13K 0.04% 133
2025
Q1
$86K Buy
627
+166
+36% +$22.8K 0.05% 100
2024
Q4
$70K Sell
461
-85
-16% -$12.9K 0.03% 107
2024
Q3
$106K Sell
546
-32
-6% -$6.21K 0.05% 104
2024
Q2
$134K Buy
578
+114
+25% +$26.4K 0.06% 84
2024
Q1
$100K Buy
464
+25
+6% +$5.39K 0.05% 110
2023
Q4
$114K Buy
439
+28
+7% +$7.27K 0.06% 92
2023
Q3
$106K Buy
411
+322
+362% +$83K 0.07% 83
2023
Q2
$25K Buy
89
+50
+128% +$14K 0.02% 147
2023
Q1
$11K Buy
+39
New +$11K 0.01% 133
2020
Q3
$28K Buy
+100
New +$28K 0.04% 171