Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$98.5K Sell
14,210
-1,113
-7% -$7.71K 0.01% 503
2025
Q1
$86K Buy
15,323
+668
+5% +$3.75K 0.01% 460
2024
Q4
$82.7K Sell
14,655
-2,495
-15% -$14.1K 0.01% 423
2024
Q3
$105K Buy
17,150
+687
+4% +$4.19K 0.01% 423
2024
Q2
$105K Buy
16,463
+677
+4% +$4.33K 0.01% 373
2024
Q1
$142K Buy
15,786
+412
+3% +$3.71K 0.01% 369
2023
Q4
$119K Buy
15,374
+1,045
+7% +$8.1K 0.01% 346
2023
Q3
$93.1K Buy
14,329
+647
+5% +$4.21K 0.01% 324
2023
Q2
$96.9K Hold
13,682
0.01% 324
2023
Q1
$75.7K Buy
+13,682
New +$75.7K 0.01% 290