Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$256K Buy
1,296
+32
+3% +$6.32K 0.03% 480
2025
Q1
$259K Sell
1,264
-284
-18% -$58.2K 0.03% 460
2024
Q4
$355K Buy
1,548
+18
+1% +$4.13K 0.04% 382
2024
Q3
$425K Buy
1,530
+468
+44% +$130K 0.05% 344
2024
Q2
$265K Sell
1,062
-44
-4% -$11K 0.05% 334
2024
Q1
$276K Buy
+1,106
New +$276K 0.06% 339