Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$582K Sell
4,201
-95
-2% -$13.2K 0.01% 816
2025
Q1
$686K Buy
4,296
+308
+8% +$49.2K 0.01% 692
2024
Q4
$524K Sell
3,988
-456
-10% -$59.9K 0.01% 882
2024
Q3
$618K Buy
4,444
+396
+10% +$55K 0.01% 796
2024
Q2
$599K Buy
+4,048
New +$599K 0.01% 738