Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$235K Buy
4,885
+137
+3% +$6.59K 0.12% 123
2025
Q1
$230K Buy
+4,748
New +$230K 0.13% 126
2024
Q4
Sell
-5,103
Closed -$317K 144
2024
Q3
$317K Sell
5,103
-615
-11% -$38.2K 0.16% 89
2024
Q2
$326K Buy
5,718
+144
+3% +$8.22K 0.16% 78
2024
Q1
$322K Buy
5,574
+547
+11% +$31.6K 0.15% 76
2023
Q4
$343K Buy
+5,027
New +$343K 0.17% 73