Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$359K Sell
1,287
-113
-8% -$31.6K 0.03% 123
2025
Q1
$436K Buy
1,400
+228
+19% +$71K 0.04% 120
2024
Q4
$305K Buy
1,172
+122
+12% +$31.8K 0.03% 126
2024
Q3
$338K Sell
1,050
-250
-19% -$80.6K 0.03% 114
2024
Q2
$406K Sell
1,300
-200
-13% -$62.5K 0.04% 101
2024
Q1
$426K Sell
1,500
-52
-3% -$14.8K 0.04% 95
2023
Q4
$447K Buy
+1,552
New +$447K 0.05% 92