Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$266K Sell
4,903
-26
-0.5% -$1.41K 0.06% 253
2025
Q1
$248K Buy
4,929
+64
+1% +$3.23K 0.06% 258
2024
Q4
$221K Sell
4,865
-73
-1% -$3.32K 0.05% 284
2024
Q3
$234K Buy
4,938
+117
+2% +$5.55K 0.06% 260
2024
Q2
$221K Buy
4,821
+88
+2% +$4.04K 0.06% 266
2024
Q1
$205K Buy
+4,733
New +$205K 0.06% 288