Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$113K Buy
1,517
+56
+4% +$4.16K 0.04% 181
2025
Q1
$95.3K Sell
1,461
-14
-0.9% -$914 0.04% 196
2024
Q4
$126K Sell
1,475
-99
-6% -$8.45K 0.05% 181
2024
Q3
$123K Buy
1,574
+13
+0.8% +$1.01K 0.05% 184
2024
Q2
$99.9K Buy
1,561
+586
+60% +$37.5K 0.04% 191
2024
Q1
$59.9K Hold
975
0.03% 232
2023
Q4
$59.9K Buy
+975
New +$59.9K 0.03% 232