Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$293K Sell
3,929
-231
-6% -$17.2K 0.04% 153
2025
Q1
$282K Buy
4,160
+11
+0.3% +$745 0.04% 154
2024
Q4
$257K Buy
4,149
+11
+0.3% +$681 0.04% 157
2024
Q3
$269K Buy
4,138
+11
+0.3% +$716 0.04% 159
2024
Q2
$222K Sell
4,127
-977
-19% -$52.5K 0.04% 165
2024
Q1
$265K Buy
5,104
+343
+7% +$17.8K 0.04% 160
2023
Q4
$208K Buy
+4,761
New +$208K 0.04% 167