Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$323K Sell
1,343
-216
-14% -$51.9K 0.02% 291
2025
Q1
$353K Sell
1,559
-252
-14% -$57.1K 0.02% 276
2024
Q4
$372K Buy
1,811
+918
+103% +$189K 0.02% 270
2024
Q3
$217K Sell
893
-46
-5% -$11.2K 0.01% 313
2024
Q2
$206K Buy
939
+20
+2% +$4.39K 0.01% 286
2024
Q1
$207K Buy
+919
New +$207K 0.01% 341