Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$533K Sell
1,753
-18
-1% -$5.48K 0.01% 342
2025
Q1
$475K Sell
1,771
-357
-17% -$95.8K 0.01% 343
2024
Q4
$524K Buy
2,128
+782
+58% +$193K 0.01% 296
2024
Q3
$308K Buy
1,346
+199
+17% +$45.6K 0.01% 360
2024
Q2
$231K Buy
+1,147
New +$231K ﹤0.01% 391