Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$82.7K Buy
41,347
+1,893
+5% +$3.79K 0.01% 553
2025
Q1
$101K Sell
39,454
-9,040
-19% -$23.2K 0.01% 526
2024
Q4
$146K Buy
48,494
+2,324
+5% +$7.02K 0.02% 515
2024
Q3
$136K Buy
46,170
+14,514
+46% +$42.8K 0.02% 498
2024
Q2
$113K Sell
31,656
-12,038
-28% -$43.1K 0.02% 393
2024
Q1
$195K Buy
43,694
+9,781
+29% +$43.6K 0.04% 392
2023
Q4
$165K Sell
33,913
-5,971
-15% -$29.1K 0.03% 261
2023
Q3
$199K Buy
+39,884
New +$199K 0.07% 239