Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$322K Buy
1,417
+217
+18% +$49.3K 0.03% 283
2025
Q1
$293K Buy
1,200
+32
+3% +$7.8K 0.03% 276
2024
Q4
$329K Sell
1,168
-182
-13% -$51.2K 0.04% 246
2024
Q3
$369K Sell
1,350
-3
-0.2% -$821 0.04% 222
2024
Q2
$406K Buy
+1,353
New +$406K 0.03% 204
2024
Q1
Sell
-1,345
Closed -$340K 352
2023
Q4
$340K Buy
+1,345
New +$340K 0.03% 226