Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$397K Buy
1,325
+127
+11% +$38.1K 0.03% 290
2025
Q1
$333K Buy
1,198
+76
+7% +$21.1K 0.03% 297
2024
Q4
$252K Sell
1,122
-125
-10% -$28.1K 0.02% 342
2024
Q3
$281K Buy
1,247
+183
+17% +$41.2K 0.03% 316
2024
Q2
$240K Sell
1,064
-15
-1% -$3.38K 0.02% 320
2024
Q1
$262K Buy
1,079
+54
+5% +$13.1K 0.03% 291
2023
Q4
$211K Buy
+1,025
New +$211K 0.02% 323