Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Sell
6,784
-1,392
-17% -$49.7K 0.02% 210
2025
Q1
$302K Buy
8,176
+213
+3% +$7.86K 0.03% 184
2024
Q4
$299K Buy
7,963
+60
+0.8% +$2.25K 0.03% 188
2024
Q3
$330K Buy
7,903
+430
+6% +$18K 0.03% 174
2024
Q2
$293K Buy
+7,473
New +$293K 0.03% 185