Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$344K Buy
3,486
+87
+3% +$8.59K 0.01% 343
2025
Q1
$355K Buy
3,399
+172
+5% +$17.9K 0.01% 311
2024
Q4
$436K Sell
3,227
-338
-9% -$45.7K 0.01% 300
2024
Q3
$556K Sell
3,565
-700
-16% -$109K 0.01% 259
2024
Q2
$631K Buy
4,265
+61
+1% +$9.03K 0.02% 237
2024
Q1
$745K Buy
4,204
+807
+24% +$143K 0.02% 218
2023
Q4
$484K Buy
+3,397
New +$484K 0.01% 246