Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$390K Sell
5,433
-249
-4% -$17.9K 0.02% 379
2025
Q1
$385K Buy
5,682
+86
+2% +$5.82K 0.02% 359
2024
Q4
$342K Buy
5,596
+88
+2% +$5.38K 0.02% 381
2024
Q3
$316K Sell
5,508
-10
-0.2% -$573 0.02% 388
2024
Q2
$275K Buy
5,518
+424
+8% +$21.2K 0.02% 398
2024
Q1
$291K Buy
+5,094
New +$291K 0.02% 372