Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$564K Sell
7,074
-60
-0.8% -$4.79K 0.01% 1272
2025
Q1
$574K Buy
7,134
+3,010
+73% +$242K 0.01% 1168
2024
Q4
$394K Buy
4,124
+409
+11% +$39.1K 0.01% 1264
2024
Q3
$375K Buy
3,715
+76
+2% +$7.67K 0.01% 1181
2024
Q2
$328K Buy
3,639
+524
+17% +$47.2K 0.01% 1176
2024
Q1
$339K Buy
3,115
+390
+14% +$42.4K 0.01% 1180
2023
Q4
$323K Buy
2,725
+148
+6% +$17.5K 0.01% 1098
2023
Q3
$275K Buy
+2,577
New +$275K 0.01% 1080