Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$77.3K Sell
25,610
-15,704
-38% -$47.4K 0.01% 353
2025
Q1
$126K Buy
41,314
+6,801
+20% +$20.8K 0.02% 295
2024
Q4
$122K Sell
34,513
-7,225
-17% -$25.6K 0.03% 266
2024
Q3
$135K Buy
41,738
+1,176
+3% +$3.81K 0.03% 236
2024
Q2
$124K Buy
40,562
+3,198
+9% +$9.75K 0.03% 202
2024
Q1
$107K Buy
37,364
+2,390
+7% +$6.87K 0.03% 198
2023
Q4
$97.4K Sell
34,974
-3,618
-9% -$10.1K 0.03% 186
2023
Q3
$93.4K Buy
38,592
+8,146
+27% +$19.7K 0.03% 177
2023
Q2
$71.9K Buy
+30,446
New +$71.9K 0.02% 160