Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$465K Sell
4,986
-235
-5% -$21.9K 0.1% 169
2025
Q1
$380K Buy
5,221
+49
+0.9% +$3.57K 0.09% 176
2024
Q4
$312K Buy
5,172
+155
+3% +$9.35K 0.08% 211
2024
Q3
$377K Buy
5,017
+186
+4% +$14K 0.1% 170
2024
Q2
$351K Buy
4,831
+119
+3% +$8.65K 0.09% 174
2024
Q1
$363K Buy
4,712
+21
+0.4% +$1.62K 0.1% 174
2023
Q4
$289K Buy
4,691
+163
+4% +$10K 0.09% 201
2023
Q3
$208K Buy
+4,528
New +$208K 0.08% 241