Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$447K Buy
6,287
+522
+9% +$37.1K 0.04% 184
2025
Q1
$366K Sell
5,765
-164
-3% -$10.4K 0.04% 195
2024
Q4
$449K Sell
5,929
-229
-4% -$17.3K 0.04% 150
2024
Q3
$466K Sell
6,158
-216
-3% -$16.3K 0.05% 157
2024
Q2
$480K Buy
6,374
+5,000
+364% +$377K 0.05% 115
2024
Q1
$129K Buy
+1,374
New +$129K 0.03% 170