Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$381K Sell
10,031
-100
-1% -$3.8K 0.02% 580
2025
Q1
$424K Buy
10,131
+313
+3% +$13.1K 0.02% 532
2024
Q4
$360K Sell
9,818
-113
-1% -$4.14K 0.02% 604
2024
Q3
$385K Sell
9,931
-100
-1% -$3.88K 0.02% 576
2024
Q2
$347K Buy
10,031
+390
+4% +$13.5K 0.02% 583
2024
Q1
$338K Buy
9,641
+350
+4% +$12.3K 0.02% 629
2023
Q4
$332K Buy
9,291
+1,140
+14% +$40.7K 0.02% 596
2023
Q3
$264K Buy
+8,151
New +$264K 0.02% 635