Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Sell
1,705
-882
-34% -$114K 0.01% 463
2025
Q1
$309K Buy
2,587
+216
+9% +$25.8K 0.02% 341
2024
Q4
$275K Buy
2,371
+93
+4% +$10.8K 0.02% 342
2024
Q3
$308K Buy
2,278
+236
+12% +$31.9K 0.03% 323
2024
Q2
$269K Buy
2,042
+4
+0.2% +$527 0.02% 338
2024
Q1
$263K Buy
2,038
+287
+16% +$37.1K 0.03% 313
2023
Q4
$200K Buy
+1,751
New +$200K 0.02% 334