Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$652K Sell
728
-59
-7% -$52.8K 0.05% 102
2025
Q1
$535K Buy
787
+82
+12% +$55.7K 0.05% 109
2024
Q4
$444K Buy
705
+29
+4% +$18.3K 0.04% 105
2024
Q3
$524K Hold
676
0.04% 95
2024
Q2
$557K Buy
+676
New +$557K 0.05% 90