Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$308K Sell
14,799
-2,033
-12% -$42.2K 0.03% 284
2025
Q1
$298K Buy
16,832
+104
+0.6% +$1.84K 0.04% 268
2024
Q4
$260K Buy
16,728
+497
+3% +$7.71K 0.04% 239
2024
Q3
$250K Buy
16,231
+5,201
+47% +$80K 0.04% 225
2024
Q2
$151K Buy
+11,030
New +$151K 0.03% 246