Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$80.2K Sell
8,256
-2,468
-23% -$24K 0.03% 182
2025
Q1
$107K Sell
10,724
-1,020
-9% -$10.2K 0.05% 153
2024
Q4
$104K Buy
11,744
+5,352
+84% +$47.5K 0.04% 153
2024
Q3
$74.7K Sell
6,392
-1,441
-18% -$16.8K 0.03% 154
2024
Q2
$87.5K Sell
7,833
-8,822
-53% -$98.5K 0.04% 134
2024
Q1
$203K Buy
16,655
+14,680
+743% +$179K 0.09% 89
2023
Q4
$31.3K Buy
+1,975
New +$31.3K 0.02% 193