Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274K Sell
3,467
-495
-12% -$39.2K 0.11% 112
2025
Q1
$356K Buy
3,962
+522
+15% +$46.9K 0.18% 81
2024
Q4
$342K Buy
3,440
+2,517
+273% +$250K 0.13% 77
2024
Q3
$105K Buy
923
+664
+256% +$75.4K 0.05% 127
2024
Q2
$32.1K Buy
259
+44
+20% +$5.45K 0.01% 213
2024
Q1
$28.4K Sell
215
-59
-22% -$7.79K 0.01% 235
2023
Q4
$29.9K Buy
+274
New +$29.9K 0.02% 198