Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$296K Sell
3,224
-1
-0% -$92 0.01% 343
2025
Q1
$284K Sell
3,225
-20
-0.6% -$1.76K 0.01% 336
2024
Q4
$300K Buy
3,245
+905
+39% +$83.7K 0.01% 328
2024
Q3
$217K Sell
2,340
-355
-13% -$32.9K 0.01% 362
2024
Q2
$202K Buy
2,695
+30
+1% +$2.25K 0.01% 363
2024
Q1
$230K Sell
2,665
-250
-9% -$21.6K 0.01% 370
2023
Q4
$202K Buy
+2,915
New +$202K 0.01% 365