Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$415K Sell
17,960
-1,415
-7% -$32.7K 0.05% 259
2025
Q1
$373K Buy
19,375
+4,583
+31% +$88.3K 0.05% 181
2024
Q4
$279K Sell
14,792
-1,236
-8% -$23.3K 0.04% 335
2024
Q3
$375K Sell
16,028
-540
-3% -$12.6K 0.05% 258
2024
Q2
$385K Buy
16,568
+3,996
+32% +$92.9K 0.06% 231
2024
Q1
$308K Buy
+12,572
New +$308K 0.06% 283