Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$297K Sell
2,427
-207
-8% -$25.4K 0.02% 437
2025
Q1
$240K Buy
2,634
+286
+12% +$26.1K 0.02% 458
2024
Q4
$271K Buy
2,348
+262
+13% +$30.2K 0.02% 426
2024
Q3
$247K Buy
2,086
+86
+4% +$10.2K 0.02% 445
2024
Q2
$276K Sell
2,000
-86
-4% -$11.9K 0.02% 397
2024
Q1
$238K Buy
+2,086
New +$238K 0.02% 414