Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Sell
9,907
-283
-3% -$6.92K 0.02% 294
2025
Q1
$282K Sell
10,190
-78
-0.8% -$2.16K 0.02% 229
2024
Q4
$335K Buy
10,268
+3,637
+55% +$119K 0.03% 189
2024
Q3
$238K Buy
6,631
+157
+2% +$5.63K 0.02% 243
2024
Q2
$227K Buy
+6,474
New +$227K 0.02% 217