Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$432K Sell
7,941
-168
-2% -$9.13K 0.03% 265
2025
Q1
$409K Sell
8,109
-1,034
-11% -$52.1K 0.03% 239
2024
Q4
$415K Sell
9,143
-70
-0.8% -$3.18K 0.03% 242
2024
Q3
$437K Sell
9,213
-12
-0.1% -$570 0.04% 226
2024
Q2
$436K Buy
9,225
+257
+3% +$12.1K 0.04% 228
2024
Q1
$388K Sell
8,968
-300
-3% -$13K 0.04% 236
2023
Q4
$368K Buy
+9,268
New +$368K 0.04% 236
2022
Q4
$227K Buy
8,194
+3,368
+70% +$93.4K 0.03% 291
2022
Q3
$117K Buy
+4,826
New +$117K 0.01% 376