Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$110K Buy
12,998
+873
+7% +$7.4K 0.07% 148
2025
Q1
$99.2K Sell
12,125
-496
-4% -$4.06K 0.06% 148
2024
Q4
$177K Sell
12,621
-12,692
-50% -$178K 0.11% 144
2024
Q3
$534K Sell
25,313
-1,230
-5% -$26K 0.31% 104
2024
Q2
$610K Sell
26,543
-1,519
-5% -$34.9K 0.38% 80
2024
Q1
$818K Buy
28,062
+2,675
+11% +$78K 0.51% 62
2023
Q4
$728K Buy
25,387
+4,387
+21% +$126K 0.5% 69
2023
Q3
$440K Buy
+21,000
New +$440K 0.32% 101