Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$89K Sell
1,252
-86
-6% -$6.11K 0.04% 124
2025
Q1
$85K Buy
1,338
+75
+6% +$4.77K 0.05% 102
2024
Q4
$96K Sell
1,263
-375
-23% -$28.5K 0.05% 100
2024
Q3
$145K Sell
1,638
-399
-20% -$35.3K 0.07% 87
2024
Q2
$154K Buy
2,037
+266
+15% +$20.1K 0.07% 78
2024
Q1
$166K Buy
1,771
+91
+5% +$8.53K 0.08% 76
2023
Q4
$182K Buy
1,680
+30
+2% +$3.25K 0.09% 60
2023
Q3
$158K Buy
1,650
+1,389
+532% +$133K 0.1% 56
2023
Q2
$29K Buy
+261
New +$29K 0.02% 139