Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$375K Buy
1,182
+3
+0.3% +$953 0.13% 116
2025
Q1
$306K Sell
1,179
-246
-17% -$63.8K 0.12% 118
2024
Q4
$575K Buy
1,425
+6
+0.4% +$2.42K 0.22% 83
2024
Q3
$371K Sell
1,419
-118
-8% -$30.9K 0.13% 103
2024
Q2
$287K Buy
+1,537
New +$287K 0.11% 118
2023
Q4
$355K Buy
+1,427
New +$355K 0.16% 94