Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$228K Buy
1,678
+72
+4% +$9.8K 0.05% 94
2025
Q1
$213K Sell
1,606
-276
-15% -$36.6K 0.06% 97
2024
Q4
$213K Sell
1,882
-14
-0.7% -$1.58K 0.05% 99
2024
Q3
$216K Buy
+1,896
New +$216K 0.05% 97
2024
Q2
Sell
-1,895
Closed -$215K 99
2024
Q1
$215K Buy
1,895
+42
+2% +$4.77K 0.06% 96
2023
Q4
$204K Buy
+1,853
New +$204K 0.06% 93