Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Buy
1,110
+13
+1% +$3.12K 0.01% 639
2025
Q1
$249K Buy
1,097
+9
+0.8% +$2.04K 0.01% 629
2024
Q4
$224K Sell
1,088
-55
-5% -$11.3K 0.01% 667
2024
Q3
$277K Sell
1,143
-7
-0.6% -$1.7K 0.01% 613
2024
Q2
$252K Buy
1,150
+69
+6% +$15.1K 0.01% 607
2024
Q1
$243K Buy
+1,081
New +$243K 0.01% 636