Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$185K Buy
17,080
+1,976
+13% +$21.4K 0.01% 359
2025
Q1
$151K Sell
15,104
-1,576
-9% -$15.8K 0.01% 348
2024
Q4
$165K Buy
16,680
+3,061
+22% +$30.3K 0.01% 312
2024
Q3
$144K Sell
13,619
-1,472
-10% -$15.5K 0.01% 305
2024
Q2
$189K Buy
15,091
+2,375
+19% +$29.8K 0.01% 287
2024
Q1
$169K Buy
12,716
+1,767
+16% +$23.5K 0.01% 289
2023
Q4
$133K Buy
10,949
+683
+7% +$8.33K 0.01% 274
2023
Q3
$128K Buy
+10,266
New +$128K 0.01% 253