Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$118K Buy
1,434
+490
+52% +$40.4K 0.03% 400
2025
Q1
$80.9K Buy
944
+98
+12% +$8.39K 0.02% 416
2024
Q4
$64.1K Sell
846
-8
-0.9% -$607 0.01% 507
2024
Q3
$56.2K Sell
854
-84
-9% -$5.53K 0.01% 490
2024
Q2
$49.6K Buy
938
+822
+709% +$43.5K 0.01% 792
2024
Q1
$6.07K Sell
116
-718
-86% -$37.6K 0.01% 324
2023
Q4
$42.2K Sell
834
-142
-15% -$7.18K 0.01% 557
2023
Q3
$45.1K Buy
976
+12
+1% +$555 0.01% 539
2023
Q2
$47.3K Buy
+964
New +$47.3K 0.01% 677