Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$574K Sell
5,443
-328
-6% -$34.6K 0.06% 108
2025
Q1
$642K Buy
5,771
+1,127
+24% +$125K 0.07% 76
2024
Q4
$480K Buy
4,644
+162
+4% +$16.8K 0.06% 98
2024
Q3
$501K Sell
4,482
-584
-12% -$65.3K 0.06% 64
2024
Q2
$452K Buy
5,066
+202
+4% +$18K 0.06% 66
2024
Q1
$418K Buy
4,864
+552
+13% +$47.4K 0.09% 102
2023
Q4
$356K Buy
+4,312
New +$356K 0.2% 87