Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$493K Buy
2,210
+138
+7% +$30.8K 0.03% 330
2025
Q1
$426K Sell
2,072
-185
-8% -$38K 0.03% 334
2024
Q4
$412K Sell
2,257
-383
-15% -$70K 0.02% 346
2024
Q3
$543K Buy
2,640
+352
+15% +$72.5K 0.03% 289
2024
Q2
$401K Buy
2,288
+408
+22% +$71.4K 0.03% 326
2024
Q1
$323K Buy
1,880
+144
+8% +$24.7K 0.02% 361
2023
Q4
$262K Buy
+1,736
New +$262K 0.02% 373