Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$590K Buy
3,047
+40
+1% +$7.75K 0.02% 278
2025
Q1
$355K Sell
3,007
-591
-16% -$69.7K 0.01% 285
2024
Q4
$496K Buy
3,598
+56
+2% +$7.72K 0.02% 238
2024
Q3
$444K Buy
3,542
+164
+5% +$20.6K 0.02% 226
2024
Q2
$309K Sell
3,378
-1,226
-27% -$112K 0.01% 258
2024
Q1
$320K Buy
+4,604
New +$320K 0.02% 238