Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Sell
5,701
-356
-6% -$17.2K 0.02% 717
2025
Q1
$336K Buy
6,057
+2,241
+59% +$124K 0.03% 555
2024
Q4
$184K Sell
3,816
-816
-18% -$39.4K 0.02% 731
2024
Q3
$267K Buy
4,632
+1,569
+51% +$90.4K 0.03% 505
2024
Q2
$149K Buy
3,063
+944
+45% +$45.8K 0.02% 600
2024
Q1
$103K Buy
2,119
+495
+30% +$24.1K 0.02% 640
2023
Q4
$81K Buy
+1,624
New +$81K 0.02% 631