Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$553K Sell
3,630
-173
-5% -$26.3K 0.06% 174
2025
Q1
$559K Buy
3,803
+608
+19% +$89.3K 0.07% 163
2024
Q4
$412K Buy
3,195
+513
+19% +$66.2K 0.06% 159
2024
Q3
$367K Buy
2,682
+159
+6% +$21.7K 0.06% 162
2024
Q2
$258K Buy
+2,523
New +$258K 0.05% 195