Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$325K Sell
1,557
-42
-3% -$8.77K 0.02% 411
2025
Q1
$347K Buy
1,599
+94
+6% +$20.4K 0.02% 379
2024
Q4
$310K Buy
1,505
+27
+2% +$5.57K 0.02% 396
2024
Q3
$260K Buy
1,478
+49
+3% +$8.63K 0.02% 432
2024
Q2
$233K Buy
+1,429
New +$233K 0.02% 426