Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$393K Buy
1,883
+47
+3% +$9.81K 0.01% 475
2025
Q1
$399K Sell
1,836
-270
-13% -$58.6K 0.02% 459
2024
Q4
$434K Sell
2,106
-135
-6% -$27.8K 0.02% 446
2024
Q3
$394K Buy
2,241
+115
+5% +$20.2K 0.02% 477
2024
Q2
$346K Buy
2,126
+581
+38% +$94.7K 0.01% 485
2024
Q1
$230K Buy
+1,545
New +$230K 0.01% 570