Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$294K Sell
3,602
-153
-4% -$12.5K 0.02% 189
2025
Q1
$373K Buy
3,755
+80
+2% +$7.94K 0.03% 158
2024
Q4
$369K Buy
3,675
+264
+8% +$26.5K 0.03% 160
2024
Q3
$311K Buy
3,411
+51
+2% +$4.65K 0.03% 185
2024
Q2
$274K Buy
+3,360
New +$274K 0.03% 194