Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$305K Buy
7,954
+603
+8% +$23.2K 0.01% 213
2025
Q1
$285K Sell
7,351
-402
-5% -$15.6K 0.01% 216
2024
Q4
$262K Sell
7,753
-759
-9% -$25.7K 0.01% 230
2024
Q3
$348K Buy
8,512
+161
+2% +$6.58K 0.02% 220
2024
Q2
$321K Buy
+8,351
New +$321K 0.02% 212