Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$217K Buy
8,870
+339
+4% +$8.29K 0.05% 155
2025
Q1
$236K Sell
8,531
-119
-1% -$3.3K 0.06% 145
2024
Q4
$282K Buy
8,650
+310
+4% +$10.1K 0.07% 132
2024
Q3
$299K Buy
8,340
+723
+9% +$25.9K 0.08% 130
2024
Q2
$267K Buy
7,617
+514
+7% +$18K 0.07% 127
2024
Q1
$215K Sell
7,103
-635
-8% -$19.2K 0.06% 143
2023
Q4
$233K Buy
+7,738
New +$233K 0.08% 119