Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$414K Buy
4,812
+408
+9% +$35.1K 0.04% 240
2025
Q1
$368K Buy
4,404
+786
+22% +$65.6K 0.04% 229
2024
Q4
$305K Sell
3,618
-71
-2% -$5.99K 0.03% 260
2024
Q3
$324K Sell
3,689
-55
-1% -$4.83K 0.04% 248
2024
Q2
$297K Sell
3,744
-274
-7% -$21.7K 0.02% 264
2024
Q1
$376K Buy
+4,018
New +$376K 0.03% 206