Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$437K Buy
4,785
+335
+8% +$30.6K 0.02% 200
2025
Q1
$407K Sell
4,450
-349
-7% -$31.9K 0.02% 206
2024
Q4
$409K Sell
4,799
-293
-6% -$24.9K 0.02% 212
2024
Q3
$445K Sell
5,092
-27
-0.5% -$2.36K 0.02% 205
2024
Q2
$404K Buy
+5,119
New +$404K 0.02% 197