Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$494K Buy
3,246
+133
+4% +$20.2K 0.04% 182
2025
Q1
$457K Buy
3,113
+134
+4% +$19.7K 0.04% 169
2024
Q4
$385K Buy
2,979
+401
+16% +$51.8K 0.04% 173
2024
Q3
$352K Sell
2,578
-639
-20% -$87.4K 0.03% 164
2024
Q2
$329K Buy
+3,217
New +$329K 0.04% 166
2024
Q1
Sell
-2,408
Closed -$220K 232
2023
Q4
$220K Buy
+2,408
New +$220K 0.03% 188