Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$335K Buy
4,511
+68
+2% +$5.05K 0.02% 208
2025
Q1
$290K Sell
4,443
-228
-5% -$14.9K 0.01% 212
2024
Q4
$399K Sell
4,671
-1,473
-24% -$126K 0.02% 213
2024
Q3
$479K Sell
6,144
-37
-0.6% -$2.89K 0.02% 199
2024
Q2
$359K Buy
+6,181
New +$359K 0.02% 204