Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$116K Buy
8,326
+2,964
+55% +$41.5K 0.02% 489
2025
Q1
$77.5K Buy
+5,362
New +$77.5K 0.02% 609
2024
Q4
Sell
-3,449
Closed -$56.2K 1702
2024
Q3
$56.2K Sell
3,449
-3,937
-53% -$64.1K 0.01% 655
2024
Q2
$90.4K Buy
7,386
+2,013
+37% +$24.6K 0.03% 369
2024
Q1
$64.1K Buy
5,373
+1,900
+55% +$22.7K 0.01% 320
2023
Q4
$42.7K Buy
+3,473
New +$42.7K 0.01% 341
2023
Q3
Sell
-262
Closed -$3.54K 1120
2023
Q2
$3.54K Buy
+262
New +$3.54K ﹤0.01% 946