Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$522K Sell
1,113
-4
-0.4% -$1.88K 0.06% 133
2025
Q1
$520K Sell
1,117
-5
-0.4% -$2.33K 0.07% 135
2024
Q4
$470K Buy
1,122
+3
+0.3% +$1.26K 0.06% 142
2024
Q3
$534K Buy
1,119
+450
+67% +$215K 0.07% 134
2024
Q2
$294K Hold
669
0.04% 175
2024
Q1
$311K Buy
+669
New +$311K 0.05% 168