Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$447K Buy
6,007
+608
+11% +$45.3K 0.03% 208
2025
Q1
$366K Sell
5,399
-611
-10% -$41.4K 0.02% 222
2024
Q4
$372K Sell
6,010
-573
-9% -$35.5K 0.03% 220
2024
Q3
$429K Sell
6,583
-428
-6% -$27.9K 0.03% 216
2024
Q2
$377K Hold
7,011
0.03% 216
2024
Q1
$370K Buy
7,011
+246
+4% +$13K 0.03% 226
2023
Q4
$295K Buy
+6,765
New +$295K 0.01% 253