Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$426K Buy
4,054
+70
+2% +$7.36K 0.01% 315
2025
Q1
$443K Buy
3,984
+259
+7% +$28.8K 0.01% 285
2024
Q4
$386K Buy
3,725
+3
+0.1% +$311 0.01% 312
2024
Q3
$416K Sell
3,722
-1,108
-23% -$124K 0.01% 293
2024
Q2
$431K Sell
4,830
-658
-12% -$58.8K 0.01% 272
2024
Q1
$471K Buy
5,488
+1,283
+31% +$110K 0.01% 253
2023
Q4
$347K Buy
+4,205
New +$347K 0.01% 276