Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$343K Sell
3,256
-85
-3% -$8.96K 0.03% 319
2025
Q1
$371K Buy
3,341
+260
+8% +$28.9K 0.03% 274
2024
Q4
$319K Sell
3,081
-28
-0.9% -$2.9K 0.03% 280
2024
Q3
$348K Sell
3,109
-15
-0.5% -$1.68K 0.03% 262
2024
Q2
$279K Buy
3,124
+363
+13% +$32.4K 0.03% 274
2024
Q1
$237K Buy
2,761
+125
+5% +$10.7K 0.02% 320
2023
Q4
$217K Buy
+2,636
New +$217K 0.02% 315