Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$513K Sell
5,079
-100
-2% -$10.1K 0.03% 320
2025
Q1
$505K Buy
5,179
+704
+16% +$68.6K 0.03% 304
2024
Q4
$456K Sell
4,475
-39
-0.9% -$3.97K 0.03% 327
2024
Q3
$505K Buy
4,514
+107
+2% +$12K 0.03% 303
2024
Q2
$421K Buy
4,407
+160
+4% +$15.3K 0.03% 315
2024
Q1
$377K Sell
4,247
-338
-7% -$30K 0.03% 335
2023
Q4
$377K Buy
+4,585
New +$377K 0.03% 308