Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$602K Sell
2,659
-28
-1% -$6.34K 0.03% 297
2025
Q1
$446K Buy
2,687
+34
+1% +$5.64K 0.03% 325
2024
Q4
$524K Sell
2,653
-431
-14% -$85.1K 0.03% 296
2024
Q3
$536K Buy
3,084
+39
+1% +$6.77K 0.03% 295
2024
Q2
$529K Buy
+3,045
New +$529K 0.04% 267