Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Sell
20,621
-811
-4% -$8.8K 0.01% 277
2025
Q1
$215K Buy
21,432
+536
+3% +$5.38K 0.02% 259
2024
Q4
$207K Buy
20,896
+270
+1% +$2.67K 0.02% 273
2024
Q3
$218K Buy
20,626
+523
+3% +$5.52K 0.02% 259
2024
Q2
$252K Sell
20,103
-2,940
-13% -$36.9K 0.02% 245
2024
Q1
$306K Buy
+23,043
New +$306K 0.03% 223