Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$304K Sell
2,880
-69
-2% -$7.28K 0.06% 221
2025
Q1
$328K Buy
2,949
+101
+4% +$11.2K 0.06% 188
2024
Q4
$295K Buy
2,848
+451
+19% +$46.7K 0.06% 182
2024
Q3
$268K Buy
2,397
+59
+3% +$6.6K 0.06% 187
2024
Q2
$209K Sell
2,338
-3
-0.1% -$268 0.05% 191
2024
Q1
$201K Buy
+2,341
New +$201K 0.05% 191