Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$672K Sell
8,316
-85
-1% -$6.87K 0.01% 1190
2025
Q1
$676K Sell
8,401
-180
-2% -$14.5K 0.01% 996
2024
Q4
$632K Buy
8,581
+3,834
+81% +$282K 0.01% 969
2024
Q3
$282K Buy
4,747
+574
+14% +$34.1K 0.01% 1132
2024
Q2
$213K Buy
+4,173
New +$213K 0.01% 829