Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Buy
734
+153
+26% +$41.9K 0.03% 224
2025
Q1
$203K Buy
581
+76
+15% +$26.6K 0.04% 212
2024
Q4
$230K Sell
505
-32
-6% -$14.6K 0.04% 182
2024
Q3
$235K Sell
537
-22
-4% -$9.62K 0.04% 197
2024
Q2
$265K Buy
559
+18
+3% +$8.54K 0.05% 176
2024
Q1
$316K Buy
541
+49
+10% +$28.7K 0.07% 154
2023
Q4
$216K Buy
+492
New +$216K 0.05% 181