Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$229K Sell
2,893
-179
-6% -$14.2K 0.03% 188
2025
Q1
$276K Buy
3,072
+543
+21% +$48.7K 0.04% 143
2024
Q4
$252K Buy
2,529
+379
+18% +$37.7K 0.05% 142
2024
Q3
$244K Sell
2,150
-93
-4% -$10.6K 0.05% 124
2024
Q2
$278K Buy
2,243
+572
+34% +$70.8K 0.07% 100
2024
Q1
$220K Buy
+1,671
New +$220K 0.05% 124