Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$412K Sell
5,593
-20
-0.4% -$1.47K 0.03% 558
2025
Q1
$345K Buy
5,613
+5,608
+112,160% +$345K 0.03% 578
2024
Q4
$320 Sell
5
-5,597
-100% -$358K 0.03% 588
2024
Q3
$405K Sell
5,602
-25
-0.4% -$1.81K 0.03% 539
2024
Q2
$329K Buy
5,627
+883
+19% +$51.6K 0.03% 582
2024
Q1
$268K Buy
4,744
+584
+14% +$33K 0.03% 639
2023
Q4
$212K Sell
4,160
-80
-2% -$4.08K 0.02% 705
2023
Q3
$280K Buy
+4,240
New +$280K 0.03% 580