Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$304K Buy
3,307
+324
+11% +$29.7K 0.01% 616
2025
Q1
$262K Sell
2,983
-24
-0.8% -$2.11K 0.01% 649
2024
Q4
$278K Sell
3,007
-187
-6% -$17.3K 0.01% 628
2024
Q3
$296K Buy
3,194
+379
+13% +$35.1K 0.01% 592
2024
Q2
$211K Buy
2,815
+89
+3% +$6.67K 0.01% 649
2024
Q1
$235K Buy
+2,726
New +$235K 0.01% 633