Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$131K Buy
15,461
+3,342
+28% +$28.3K 0.03% 320
2025
Q1
$97.7K Buy
12,119
+336
+3% +$2.71K 0.02% 289
2024
Q4
$89.8K Sell
11,783
-155
-1% -$1.18K 0.02% 297
2024
Q3
$97.2K Sell
11,938
-606
-5% -$4.93K 0.02% 260
2024
Q2
$93.5K Buy
+12,544
New +$93.5K 0.03% 223
2023
Q4
$92.4K Buy
+13,547
New +$92.4K 0.04% 187