Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$314K Buy
2,968
+30
+1% +$3.17K 0.03% 422
2025
Q1
$286K Buy
2,938
+3
+0.1% +$292 0.02% 411
2024
Q4
$299K Sell
2,935
-30
-1% -$3.06K 0.02% 482
2024
Q3
$332K Buy
+2,965
New +$332K 0.02% 470
2024
Q2
Sell
-2,974
Closed -$289K 524
2024
Q1
$289K Sell
2,974
-196
-6% -$19.1K 0.02% 441
2023
Q4
$261K Buy
+3,170
New +$261K 0.02% 470