Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$339K Sell
4,564
-1,243
-21% -$92.3K 0.02% 683
2025
Q1
$239K Buy
5,807
+453
+8% +$18.6K 0.02% 808
2024
Q4
$275K Sell
5,354
-2,597
-33% -$133K 0.02% 750
2024
Q3
$380K Buy
7,951
+1,400
+21% +$66.9K 0.02% 600
2024
Q2
$322K Buy
+6,551
New +$322K 0.02% 620