Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$241K Buy
23,258
+7,677
+49% +$79.6K 0.02% 437
2025
Q1
$160K Sell
15,581
-155
-1% -$1.6K 0.01% 453
2024
Q4
$150K Buy
15,736
+2,071
+15% +$19.8K 0.01% 423
2024
Q3
$145K Buy
13,665
+91
+0.7% +$963 0.01% 431
2024
Q2
$133K Buy
13,574
+1,637
+14% +$16K 0.01% 425
2024
Q1
$101K Buy
11,937
+54
+0.5% +$458 0.01% 375
2023
Q4
$97.8K Buy
11,883
+119
+1% +$979 0.01% 342
2023
Q3
$98K Buy
+11,764
New +$98K 0.01% 310