Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$81K Buy
8,902
+436
+5% +$3.97K 0.01% 1131
2025
Q1
$82K Buy
8,466
+8,458
+105,725% +$81.9K 0.01% 1024
2024
Q4
$79 Sell
8
-8,447
-100% -$83.4K 0.01% 967
2024
Q3
$95K Sell
8,455
-2,213
-21% -$24.9K 0.01% 999
2024
Q2
$104K Sell
10,668
-3,848
-27% -$37.5K 0.01% 944
2024
Q1
$138K Sell
14,516
-458
-3% -$4.35K 0.01% 859
2023
Q4
$144K Buy
14,974
+753
+5% +$7.24K 0.01% 838
2023
Q3
$130K Buy
+14,221
New +$130K 0.01% 837