Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$571K Sell
3,530
-890
-20% -$144K 0.06% 295
2025
Q1
$472K Buy
4,420
+899
+26% +$96K 0.05% 315
2024
Q4
$434K Buy
3,521
+258
+8% +$31.8K 0.04% 342
2024
Q3
$467K Sell
3,263
-225
-6% -$32.2K 0.05% 320
2024
Q2
$571K Sell
3,488
-452
-11% -$74K 0.06% 276
2024
Q1
$492K Buy
+3,940
New +$492K 0.06% 254