Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$118K Buy
10,889
+155
+1% +$1.68K 0.08% 112
2025
Q1
$108K Buy
10,734
+454
+4% +$4.55K 0.08% 112
2024
Q4
$102K Sell
10,280
-392
-4% -$3.88K 0.07% 111
2024
Q3
$113K Buy
+10,672
New +$113K 0.08% 119
2023
Q4
Sell
-10,111
Closed -$126K 130
2023
Q3
$126K Sell
10,111
-949
-9% -$11.8K 0.12% 114
2023
Q2
$167K Buy
11,060
+321
+3% +$4.86K 0.15% 114
2023
Q1
$135K Sell
10,739
-2,430
-18% -$30.6K 0.15% 109
2022
Q4
$153K Buy
+13,169
New +$153K 0.19% 107