Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Buy
2,048
+367
+22% +$48.6K 0.01% 532
2025
Q1
$201K Sell
1,681
-27
-2% -$3.23K 0.01% 597
2024
Q4
$224K Buy
1,708
+29
+2% +$3.81K 0.01% 492
2024
Q3
$213K Buy
1,679
+245
+17% +$31.1K 0.01% 537
2024
Q2
$217K Buy
1,434
+41
+3% +$6.22K 0.01% 522
2024
Q1
$230K Buy
+1,393
New +$230K 0.01% 511