Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$590K Sell
4,591
-8
-0.2% -$1.03K 0.05% 262
2025
Q1
$332K Buy
4,599
+200
+5% +$14.4K 0.03% 345
2024
Q4
$500K Sell
4,399
-295
-6% -$33.5K 0.05% 276
2024
Q3
$467K Buy
4,694
+610
+15% +$60.7K 0.06% 267
2024
Q2
$354K Hold
4,084
0.05% 292
2024
Q1
$334K Buy
+4,084
New +$334K 0.05% 300