Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$130K Buy
24,071
+361
+2% +$1.96K 0.01% 372
2025
Q1
$79.5K Sell
23,710
-362
-2% -$1.21K 0.01% 457
2024
Q4
$157K Buy
24,072
+249
+1% +$1.62K 0.02% 323
2024
Q3
$111K Buy
23,823
+23,169
+3,543% +$108K 0.01% 386
2024
Q2
$138K Buy
654
+358
+121% +$75.7K 0.02% 328
2024
Q1
$74.9K Buy
+296
New +$74.9K 0.02% 235