Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$152K Sell
12,199
-703
-5% -$8.74K 0.02% 1090
2025
Q1
$196K Buy
12,902
+339
+3% +$5.16K 0.03% 817
2024
Q4
$183K Buy
12,563
+5,568
+80% +$81.3K 0.02% 890
2024
Q3
$112K Sell
6,995
-2,911
-29% -$46.5K 0.02% 1045
2024
Q2
$188K Buy
9,906
+4,123
+71% +$78.4K 0.03% 606
2024
Q1
$113K Buy
+5,783
New +$113K 0.02% 930
2022
Q3
Sell
-2,527
Closed -$43K 1799
2022
Q2
$43K Buy
+2,527
New +$43K 0.03% 1036