Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$114K Buy
1,445
+591
+69% +$46.8K 0.03% 156
2025
Q1
$76.6K Buy
854
+412
+93% +$37K 0.02% 177
2024
Q4
$43.9K Sell
442
-29
-6% -$2.88K 0.01% 218
2024
Q3
$53.5K Buy
471
+142
+43% +$16.1K 0.01% 196
2024
Q2
$40.8K Buy
329
+63
+24% +$7.81K 0.01% 205
2024
Q1
$35.1K Sell
266
-1,458
-85% -$193K 0.01% 227
2023
Q4
$188K Buy
+1,724
New +$188K 0.05% 140