Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$379K Sell
6,973
-2,882
-29% -$157K 0.01% 359
2025
Q1
$497K Buy
9,855
+1,041
+12% +$52.5K 0.02% 228
2024
Q4
$400K Buy
8,814
+3,117
+55% +$142K 0.02% 271
2024
Q3
$270K Buy
5,697
+8
+0.1% +$380 0.01% 363
2024
Q2
$261K Buy
5,689
+323
+6% +$14.8K 0.01% 288
2024
Q1
$232K Buy
+5,366
New +$232K 0.01% 242