Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$484K Sell
2,137
-11
-0.5% -$2.49K 0.03% 139
2025
Q1
$357K Buy
2,148
+124
+6% +$20.6K 0.02% 157
2024
Q4
$400K Buy
2,024
+21
+1% +$4.15K 0.02% 152
2024
Q3
$348K Buy
2,003
+30
+2% +$5.21K 0.02% 161
2024
Q2
$343K Buy
1,973
+106
+6% +$18.4K 0.02% 150
2024
Q1
$254K Buy
+1,867
New +$254K 0.02% 180