Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$273K Sell
3,607
-369
-9% -$27.9K 0.02% 461
2025
Q1
$298K Buy
3,976
+140
+4% +$10.5K 0.02% 408
2024
Q4
$293K Sell
3,836
-264
-6% -$20.2K 0.02% 412
2024
Q3
$320K Buy
4,100
+443
+12% +$34.6K 0.02% 385
2024
Q2
$261K Buy
3,657
+307
+9% +$21.9K 0.02% 407
2024
Q1
$272K Buy
+3,350
New +$272K 0.02% 388