Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$99.5K Buy
2,739
+632
+30% +$23K 0.02% 437
2025
Q1
$77.4K Sell
2,107
-2,665
-56% -$97.9K 0.02% 423
2024
Q4
$179K Buy
4,772
+1,672
+54% +$62.8K 0.02% 335
2024
Q3
$130K Buy
3,100
+2
+0.1% +$84 0.02% 339
2024
Q2
$118K Buy
3,098
+2,843
+1,115% +$109K 0.01% 549
2024
Q1
$10.8K Sell
255
-1,626
-86% -$68.7K 0.02% 281
2023
Q4
$82.5K Sell
1,881
-825
-30% -$36.2K 0.01% 439
2023
Q3
$120K Sell
2,706
-851
-24% -$37.7K 0.04% 375
2023
Q2
$149K Buy
+3,557
New +$149K 0.02% 430