Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$228K Sell
2,657
-25
-0.9% -$2.15K 0.02% 425
2025
Q1
$224K Buy
2,682
+113
+4% +$9.44K 0.03% 385
2024
Q4
$217K Buy
2,569
+14
+0.5% +$1.18K 0.03% 352
2024
Q3
$224K Buy
+2,555
New +$224K 0.03% 348
2024
Q2
Sell
-2,454
Closed -$229K 414
2024
Q1
$229K Buy
2,454
+7
+0.3% +$654 0.03% 294
2023
Q4
$212K Buy
+2,447
New +$212K 0.03% 288
2023
Q3
Sell
-3,572
Closed -$308K 292
2023
Q2
$308K Buy
+3,572
New +$308K 0.06% 166