Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$293K Sell
2,392
-40
-2% -$4.9K 0.05% 101
2025
Q1
$222K Sell
2,432
-65
-3% -$5.93K 0.04% 111
2024
Q4
$288K Buy
2,497
+80
+3% +$9.22K 0.05% 105
2024
Q3
$287K Buy
2,417
+25
+1% +$2.96K 0.05% 99
2024
Q2
$330K Buy
2,392
+10
+0.4% +$1.38K 0.06% 98
2024
Q1
$272K Buy
+2,382
New +$272K 0.05% 108