Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$88.6K Sell
8,007
-151
-2% -$1.67K 0.01% 797
2025
Q1
$68K Buy
8,158
+151
+2% +$1.26K 0.01% 832
2024
Q4
$88.1K Sell
8,007
-2,354
-23% -$25.9K 0.01% 801
2024
Q3
$113K Buy
10,361
+1,020
+11% +$11.1K 0.01% 732
2024
Q2
$91.1K Buy
9,341
+72
+0.8% +$702 0.01% 755
2024
Q1
$103K Buy
9,269
+2,945
+47% +$32.8K 0.01% 705
2023
Q4
$88.2K Buy
6,324
+377
+6% +$5.26K 0.01% 703
2023
Q3
$56.3K Hold
5,947
0.01% 775
2023
Q2
$55.6K Buy
+5,947
New +$55.6K 0.01% 767