Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$382K Buy
18,238
+5,149
+39% +$108K 0.02% 622
2025
Q1
$314K Sell
13,089
-336
-3% -$8.06K 0.02% 687
2024
Q4
$287K Sell
13,425
-952
-7% -$20.3K 0.02% 732
2024
Q3
$333K Sell
14,377
-4,160
-22% -$96.2K 0.02% 669
2024
Q2
$337K Buy
18,537
+6,451
+53% +$117K 0.02% 605
2024
Q1
$259K Buy
+12,086
New +$259K 0.02% 798