Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$131K Buy
26,010
+3,331
+15% +$16.8K 0.02% 346
2025
Q1
$103K Sell
22,679
-13
-0.1% -$59 0.02% 298
2024
Q4
$107K Buy
22,692
+33
+0.1% +$156 0.02% 269
2024
Q3
$86.1K Sell
22,659
-3,129
-12% -$11.9K 0.02% 244
2024
Q2
$91.5K Buy
25,788
+2,979
+13% +$10.6K 0.02% 205
2024
Q1
$71.6K Buy
22,809
+12,149
+114% +$38.1K 0.02% 199
2023
Q4
$35.9K Buy
+10,660
New +$35.9K 0.01% 191