Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$291K Buy
1,691
+66
+4% +$11.4K 0.01% 216
2025
Q1
$252K Sell
1,625
-127
-7% -$19.7K 0.01% 223
2024
Q4
$322K Sell
1,752
-23
-1% -$4.23K 0.02% 221
2024
Q3
$321K Sell
1,775
-63
-3% -$11.4K 0.02% 226
2024
Q2
$334K Buy
+1,838
New +$334K 0.02% 208