Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$236K Buy
4,334
+33
+0.8% +$1.8K 0.02% 639
2025
Q1
$217K Sell
4,301
-908
-17% -$45.8K 0.02% 655
2024
Q4
$237K Buy
5,209
+4
+0.1% +$182 0.02% 640
2024
Q3
$246K Sell
5,205
-347
-6% -$16.4K 0.02% 583
2024
Q2
$255K Buy
+5,552
New +$255K 0.02% 574
2024
Q1
Sell
-5,651
Closed -$224K 652
2023
Q4
$224K Buy
+5,651
New +$224K 0.02% 639