Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Buy
30,701
+1,440
+5% +$10.4K 0.01% 658
2025
Q1
$193K Buy
29,261
+10,201
+54% +$67.2K 0.02% 545
2024
Q4
$112K Sell
19,060
-3,348
-15% -$19.7K 0.01% 543
2024
Q3
$143K Buy
22,408
+2,445
+12% +$15.6K 0.01% 454
2024
Q2
$122K Buy
19,963
+57
+0.3% +$349 0.01% 437
2024
Q1
$120K Sell
19,906
-17,268
-46% -$104K 0.01% 441
2023
Q4
$214K Buy
37,174
+18,804
+102% +$108K 0.01% 467
2023
Q3
$88.2K Buy
+18,370
New +$88.2K 0.01% 361