Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$467K Buy
4,045
+88
+2% +$10.2K 0.06% 127
2025
Q1
$378K Sell
3,957
-79
-2% -$7.55K 0.07% 172
2024
Q4
$429K Sell
4,036
-464
-10% -$49.3K 0.08% 144
2024
Q3
$361K Sell
4,500
-475
-10% -$38.1K 0.07% 135
2024
Q2
$329K Buy
4,975
+81
+2% +$5.36K ﹤0.01% 151
2024
Q1
$378K Sell
4,894
-400
-8% -$30.9K 0.06% 157
2023
Q4
$412K Buy
+5,294
New +$412K 0.08% 129