Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Buy
1,287
+24
+2% +$4.14K 0.01% 346
2025
Q1
$279K Sell
1,263
-388
-24% -$85.7K 0.02% 273
2024
Q4
$339K Buy
1,651
+58
+4% +$11.9K 0.02% 258
2024
Q3
$286K Buy
1,593
+44
+3% +$7.91K 0.02% 264
2024
Q2
$231K Buy
1,549
+8
+0.5% +$1.19K 0.01% 281
2024
Q1
$246K Buy
+1,541
New +$246K 0.02% 257