Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$613K Sell
12,458
-25
-0.2% -$1.23K 0.01% 132
2025
Q1
$704K Buy
12,483
+3,634
+41% +$205K 0.01% 134
2024
Q4
$503K Sell
8,849
-51
-0.6% -$2.9K 0.01% 145
2024
Q3
$460K Buy
8,900
+29
+0.3% +$1.5K 0.01% 142
2024
Q2
$483K Buy
8,871
+118
+1% +$6.43K 0.01% 136
2024
Q1
$505K Buy
+8,753
New +$505K 0.01% 133