Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$394K Sell
2,287
-220
-9% -$37.9K 0.02% 261
2025
Q1
$388K Buy
2,507
+108
+5% +$16.7K 0.02% 254
2024
Q4
$441K Buy
2,399
+684
+40% +$126K 0.02% 245
2024
Q3
$310K Buy
1,715
+330
+24% +$59.6K 0.02% 257
2024
Q2
$252K Buy
+1,385
New +$252K 0.01% 256