Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$340K Sell
4,222
-179
-4% -$14.4K 0.03% 328
2025
Q1
$353K Buy
4,401
+61
+1% +$4.9K 0.04% 295
2024
Q4
$355K Buy
4,340
+40
+0.9% +$3.28K 0.04% 285
2024
Q3
$355K Buy
4,300
+151
+4% +$12.5K 0.04% 292
2024
Q2
$291K Sell
4,149
-654
-14% -$45.9K 0.03% 310
2024
Q1
$356K Buy
+4,803
New +$356K 0.04% 283