Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$144K Buy
454
+8
+2% +$2.54K 0.08% 79
2025
Q1
$116K Sell
446
-67
-13% -$17.4K 0.07% 89
2024
Q4
$207K Sell
513
-39
-7% -$15.8K 0.13% 63
2024
Q3
$144K Buy
552
+140
+34% +$36.6K 0.09% 78
2024
Q2
$81.5K Buy
412
+17
+4% +$3.36K 0.06% 110
2024
Q1
$69.4K Sell
395
-104
-21% -$18.3K 0.05% 123
2023
Q4
$124K Buy
+499
New +$124K 0.1% 74