Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$126K Buy
1,227
+236
+24% +$24.3K 0.03% 460
2025
Q1
$86.6K Sell
991
-32
-3% -$2.8K 0.02% 564
2024
Q4
$102K Buy
1,023
+496
+94% +$49.7K 0.01% 418
2024
Q3
$44.8K Buy
527
+48
+10% +$4.08K 0.01% 763
2024
Q2
$39.3K Buy
479
+75
+19% +$6.16K 0.01% 768
2024
Q1
$27.9K Buy
404
+137
+51% +$9.46K 0.01% 729
2023
Q4
$13.9K Sell
267
-16
-6% -$835 ﹤0.01% 909
2023
Q3
$11.9K Buy
+283
New +$11.9K ﹤0.01% 817
2023
Q1
Sell
-154
Closed -$2.54K 1218
2022
Q4
$2.54K Buy
+154
New +$2.54K ﹤0.01% 836