Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$246K Buy
3,455
+223
+7% +$15.9K 0.05% 280
2025
Q1
$205K Sell
3,232
-387
-11% -$24.6K 0.05% 276
2024
Q4
$274K Sell
3,619
-1
-0% -$76 0.04% 270
2024
Q3
$320K Sell
3,620
-2,234
-38% -$198K 0.05% 222
2024
Q2
$445K Buy
5,854
+5,681
+3,284% +$432K 0.06% 263
2024
Q1
$16.1K Sell
173
-4,328
-96% -$402K 0.03% 244
2023
Q4
$489K Buy
4,501
+34
+0.8% +$3.69K 0.08% 178
2023
Q3
$427K Buy
4,467
+3,083
+223% +$295K 0.13% 178
2023
Q2
$152K Buy
+1,384
New +$152K 0.02% 424