Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$404K Sell
4,397
-826
-16% -$75.8K 0.01% 521
2025
Q1
$459K Buy
5,223
+1,134
+28% +$99.8K 0.01% 434
2024
Q4
$378K Buy
4,089
+243
+6% +$22.5K 0.01% 409
2024
Q3
$357K Buy
3,846
+330
+9% +$30.6K 0.02% 308
2024
Q2
$264K Sell
3,516
-55
-2% -$4.12K 0.02% 333
2024
Q1
$308K Buy
+3,571
New +$308K 0.03% 236